401(k) sponsors and administrators

To access your account number from your Guideline administrator dashboard, click on your company name in the main menu. Your account number will be located at the bottom of the drop-down menu.

401(k) participants or IRA savers

If you have one plan or account, your account number will be displayed at the top of the Home page of your dashboard.

If you have multiple accounts, you will have an account number for each plan or IRA that you have with Guideline. To access each number, click on the Accounts button in the main menu, then navigate to your desired account. The account number will be displayed toward the top of the page.