Payment & account settings
7 articles
How to add, edit, or remove a bank account or credit card
Invoicing and billing for Guideline 401(k) plan sponsors
How to update your company name, EIN, address, or entity type in your Guideline account
How to verify your bank account using micro-deposits
What to do if your plan has a bank failure
How to resolve payment issues with your bank using Guideline’s allowlist ACH IDs
How ACH payroll failures may result in withdrawal amount discrepancies when recollected