Guideline 4+

Access your 401(k) anytime

Guideline, Inc.

    • 4.3 • 46 Ratings
    • Free

iPhone Screenshots

Description

Gain peace of mind on your road to retirement. With the Guideline app, you can set up and manage your 401(k) and track your progress anytime, anywhere.

SET UP IN MINUTES
Set up your 401(k) in minutes right from your phone, no computer required.

ACCESS ANYTIME
Update your contribution amount or make changes to your investment portfolio at any time.

CHECK YOUR PROGRESS
See your portfolio, performance and total retirement savings to date.

ENABLE MOBILE-FIRST SECURITY
Protect your account with security features like two-factor authentication (2FA) and facial recognition.

Disclosures:

The images above are illustrative and for educational purposes only. They are not representative of any client account.

This information is general in nature and is for informational purposes only. It should not be used as a substitute for specific tax, legal, and/or financial advice. Investing involves risk and investments may lose value. You are advised to consult a qualified financial adviser or tax professional before relying on the information provided herein.

See our https://adviserinfo.sec.gov/firm/summary/281515 for additional information regarding our fees and services.

To learn more, go to guideline.com

What’s New

Version 1.0.12

Bug fixes and performance improvements.

Ratings and Reviews

4.3 out of 5
46 Ratings

46 Ratings

bgrapes ,

No support for IRA accounts

Looks nice and is long overdue, but I still have to use the website to view my IRA account.

Billyherrera2294 ,

Great app - easy to view

Unlike the website, the app is very streamlined and has all vital information in a well presented format. Good stuff - I enjoy the bar graph how you can hover over each investment period and see the total value and marginal growth/reduction

Wacksbaby ,

Nice and clean UI

I agree with other reviewers. It really is a nice app. I’ve been waiting for this. When I received an email invited to be part of early release I immediately downloaded the app. Nice clean UI.

App Privacy

The developer, Guideline, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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