Your account number (sometimes referred to as 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 number
401(k) sponsors and administrators
To access your account number from your Guideline administrator dashboard, click on your company name in the main menu. Your account number will be located at the bottom of the drop-down menu.
401(k) and IRA savers
There are several ways to access your account number from your Guideline dashboard:
Single account: Your account number will be displayed at the top of the Home page of your dashboard.
Multiple accounts: You will have an account number for each account that you have with Guideline. To access each number, click on the Accounts button in the main menu, then navigate to your desired plan or IRA. The account number will be displayed toward the top of the page under the company or account name.
You can also view your account number by clicking Settings from the main menu, then select the associated company 401(k) plan or IRA in the drop down. Your account number will be displayed within the “Account details” section.
Mobile app
Single account: Your account number will be located at the top of the Profile page.
Multiple accounts: Click the Profile button, then Account details and select the relevant account.
IRA savers
You will have an account number for both your traditional and Roth IRA with Guideline.
To access each number, click on the Accounts button in the main menu, then navigate to your desired IRA account. The account number will be displayed toward the top of the page.
You can also view your account number by clicking Settings from the main menu, then select the associated IRA in the drop down. Your account number will be displayed within the “Account details” section.