How do I sync my Guideline account to a third-party financial tracking site?

To connect your Guideline account with a third-party financial management service such as Mint or Personal Capital, use a unique password issued by Guideline rather than sharing your  Guideline account password with a third-party service. Using our system-generated password adds an additional layer of security by limiting third party access to your account and password.

To retrieve a unique password specifically for your personal financial tracking account, please visit your Guideline Account Settings page. When entering your information into a third-party site, use the email used to log in to your Guideline account and the system-generated password. 

 

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