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Data Disclaimer

Last updated: August 1, 2022

We leverage data from a variety of sources throughout our product. Below are key data sources we reference.

Fund data

Fund data including name, fees, fee level, and underlying category provided by Morningstar © 2022 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

IRA provider info

Product information is taken from publicly available IRA provider websites; reviews are based on Capitalize expert review of products.

Capitalize rating

Our team of experts evaluates all providers based on various criteria including fees, ease of use, customer support, investment options, and our level of technical and operational integration with providers, which determines the ease of rollover through our platform; evaluation is based on use by a typical user.

SIPC insurance

SIPC coverage protects investors against loss should a broker experience financial troubles. Brokerage firm failures are rare. SIPC coverage does not protect against investment losses (e.g. when a stock or other investment declines in value). SIPC coverage is limited to $500,000 in total value, including up to $250,000 for cash. For more information, visit the SIPC website.