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Support contact information and operating hours

If you need assistance from our support teams, here's how to contact us.

Updated this week

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)

*Please note that Guideline teams are unavailable on stock market holidays.

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:

  • (888) 498-2766

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.

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