If you have questions about your Guideline account, our Customer Success team would be happy to assist you.
You can also search our Help Center for answers to common questions. Please note, we do not have live chat available via our help widget at this time.
Hours of operation
Monday - Friday, 9 am - 7 pm ET (6 am - 4 pm PT). Our team will be unavailable during certain holidays.
See holiday closures
See holiday closures
January 1 | New Year's Day |
January 20 | Martin Luther King Jr. Day |
February 17 | Presidents Day |
May 26 | Memorial Day |
June 19 | Juneteenth |
July 4 | Independence Day |
September 1 | Labor Day |
November 11 | Veterans Day |
November 27 | Thanksgiving |
December 25 | Christmas Day |
Account verification
For security verification, please be prepared to answer questions about yourself or the plan and have your account number handy.
Where to locate your account or plan number
401(k) participants and IRA savers:
Single account: Your account number is displayed at the top of the Home page of your dashboard. If you’re using our mobile app, your account number is listed at the top of the Account page.
Multiple accounts: Each account has a unique account number. Find them by clicking 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.
Plan sponsors/administrators:
Click on your company name in the main menu. Your plan number is listed within the dropdown menu.
How to contact Guideline support
Our contact form is a fast and easy way to reach us by email. It collects the information our team needs upfront to quickly identify your account and get your request to the right people.
We're committed to providing prompt support, and aim to respond to all submissions within one business day.
Customer support
401(k) participants & employees | General assistance:
Rollovers & distributions:
|
401(k) sponsors & administrators | Active plans:
Onboarding plans (before first contributions):
SEP IRA |
IRA | Personal IRA
|
Guideline Pro partners |
|
Sales & new plan inquiries
If you’re interested in learning how your employees might benefit from a Guideline retirement plan or to learn more about the plans we offer, reach out to our Sales team via email at hello@guideline.com or by phone at (888) 228-3491 ext. 1.