We’ve been hard at work revamping the Guideline IRA dashboard to bring you a more streamlined and intuitive experience. The redesigned dashboard is now live and accessible when you log into your Guideline account.

Here’s what you can expect and how to navigate to key features.

The new homepage of your dashboard provides a clear overview of your combined balances, transactions, and notifications, so you can see all your important plan details in one place.

If you have more than one account with Guideline, such as an IRA and 401(k), you’ll no longer need to switch between them to view your savings or make changes. Instead, you’ll have access to all your accounts in one, unified location.

The unified homepage will now display your combined balances, contributions, and transactions. You’ll also be able to easily toggle between accounts to make changes to details, like contributions, portfolio selections, and settings.

The main menu has been moved to the left side of your dashboard and reorganized to help you find important pages quickly. From the menu, you can make plan selections for your contributions, portfolio assets, and money movement (for transfers, rollovers, and distributions).

The notifications and task center will let you know when you need to take action or review essential plan documents.

The Contributions page, accessible from the left navigation, is where you can add a bank account and choose how much to contribute to your traditional and Roth IRA. You can easily view your scheduled contributions as well as your projected total for the year.

The new Documents section is where you can find essential account documents, such as annual and quarterly statements, tax files, disclosures, and terms of service.

Additionally, the Shared files section is a secure way to share items with our Customer Success team.

We’ve separated your personal and IRA settings, making it easier to view your details and make changes.

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