Where can I find my Guideline account number?

You can find your Guideline account number through the following steps: 

  • Click on your name in the upper right hand corner of your Guideline dashboard → the account number will be located at the very bottom 
  • Click on your name in the upper right hand corner of your Guideline dashboard → “Plan Details” tab → the account number will be listed near the top
  • Click on the “Statementstab on the main page of your Guideline dashboard → both the annual and quarterly statements will have the account number listed at the top 

Why do I need my account number? 

Your account number is your specific Guideline “I.D”. This is used for account verification when communicating with a member of our Customer Success team. Your account number will also be used if you are rolling funds from a prior provider into your Guideline account.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request