Gusto Retirement Help Center

Guideline Pro

Financial & benefits professional partners

9 articles

Guideline Pro basics & FAQs

Guideline Pro: Frequently asked questions for accountants

Guideline Pro: Frequently asked questions for advisors

How the accountant rewards program works

Support contact information and resources for Guideline Pro partners

Guideline Pro: Frequently asked questions for Gusto acquisition

Managing your Guideline Pro account

How do I assign a firm member to a client account?

Can Guideline Pro connect with third-party data aggregators?

Can I see my clients’ asset reports in Guideline Pro?

How do I invite clients to set up a 401(k) through Guideline Pro?