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) participants
There are several ways to access your account number from the participant dashboard:
If you have one account: Your account number will be displayed at the top of the Home page of your dashboard.
If you have multiple accounts: You will have an account number for each plan that you have with Guideline. To access each number, click on the Accounts button in the main menu, then navigate to your desired plan. The account number will be displayed toward the top of the page under the company name.
You can also view your account number by clicking 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 number at the top of the Account page.
IRA savers
There are several ways to access your account number from the IRA dashboard:
Click on your name within the main menu. Your account number 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 number will be listed near the top.