Your account ID is your specific Guideline identification number. You’ll need this number for account verification when communicating with our Customer Support teams.
How to locate your account ID
Employers and 401(k) sponsors
Employers and 401(k) sponsors
You can access your account ID from your Guideline administrator dashboard:
Click on your company name within the main menu. Your account ID will be located at the bottom of the drop-down menu.
401(k) participants
401(k) participants
Legacy dashboard:
There are several ways to find your account ID from your legacy Guideline dashboard:
Click on your name within the main menu. Your account ID will be located at the bottom of the drop-down menu.
Click on your name in the upper right-hand corner. Access the Plan Details tab and your account ID will be listed near the top.
Click on the Statements tab within the main menu. Both the annual and quarterly statements will have your account ID listed at the top.
New dashboard:
If your dashboard has been updated to the new experience, there are several ways to find your account ID:
Your account ID will be displayed at the top of the Home page of your dashboard. If you have more than one Guideline account, you will have an account ID for each plan. To access each ID, click on the Accounts button in the main menu, then navigate to your desired plan. The account ID will be displayed at the top of the page under the company name.
Click on Settings from the main menu, then select the associated company 401(k) plan in the drop down. Your account number will be displayed within the “Account details” section.
Mobile app:
If you’re using our mobile app, you can locate your account ID at the top of the Account page.
IRA savers
IRA savers
Click on your name within the main menu. Your account ID will be located at the bottom of the drop-down menu.
Click on your name in the upper right-hand corner. Access the Plan Details tab and your account ID will be listed near the top.
Click on the Statements tab within the main menu. Both the annual and quarterly statements will have your account ID listed at the top.