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 “Statements” tab 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.