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How do I update my personal information?

You can review or edit your information in your dashboard. Here's where to access your settings.

Updated over 4 weeks ago

It's important to keep your contact information up to date so we can communicate essential information about your 401(k) account in a reliable and timely manner.


Where to update your information

You can view and update your personal information, including your mailing address, email, and marital status, within your Guideline dashboard.

401(k) participants

  • From your dashboard: Click on Settings in the main menu, then Personal settings.

  • Via the mobile app: Access the Account button in the main menu, then click Personal Info. To make changes, click on the "Edit personal info" link.

IRA savers

Click on your name in the main navigation, then click on Account settings.


​Why can't I change my name?

Due to security protocols, you will be unable to edit your name within Account settings. You can learn more about how to change your name with Guideline here.

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