Your account ID is your specific Guideline identification number. You’ll need this number for account verification when communicating with our Customer Support teams.
Your account ID will also be used if you are rolling funds from a prior provider into your Guideline account.
How to locate your account ID
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 and IRA users
There are several ways to find your account ID from your 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.
Note: If your dashboard has been updated to the new experience, you can find your account ID at the top of the Home page of your dashboard. You’ll be directed to this page when you first log in. You can also access this page by clicking the Home button in the main menu.