How to update your company information, such as name, EIN, address, or entity type, in your Guideline account

If details about your company, such as your company name, EIN, contact information, or entity type, have recently changed, it is important that those changes are reflected in Guideline as well. 

You can update your company information from your Guideline Administrator dashboard:

  1. Log into your administrator dashboard
  2. Navigate to Settings by clicking on the drop down menu in the upper right-hand corner of your dashboard
  3. Select “Edit” Company Information and update the necessary fields 

For company name changes and EIN changes, you’ll be required to provide supporting documentation, such as a Secretary of State filing.

Any changes in company information will automatically send a task to the plan trustee’s Guideline dashboard to sign off on the changes. Company information in the Settings section of your Guideline dashboard will show as “pending” until the trustee completes the dashboard task.

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