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.