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How do I update my personal information with Guideline?
How do I update my personal information with Guideline?
Updated over a week 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.

You can update your personal information, including your address, email, and marital status, by visiting the Account Settings page within your Guideline dashboard. You can access this page by clicking on the drop-down menu under your name in the upper right-hand corner.

Please note, due to security purposes, 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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