There may be times when you need to share important documents with Guideline. But because documents related to 401(k) plans or financial accounts can contain sensitive information, we cannot accept email attachments due to security concerns. Instead, all documents can be securely uploaded for our team's review via your Guideline dashboard.

You can access the secure portal by clicking on your name or company name in the main menu, then selecting Resource library. Next, access the Shared Files section and click the "Upload a File" button to search for the document on your computer and upload it into your account.

Once ready, be sure to contact our team so we can review the shared files and assist you with your needs.