4.8
157 reviews
10K+
Downloads
Content rating
Everyone
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About this app

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.

AWARD WINNING APP
The Guideline app is a proud winner of FastCompany’s 2024 Innovation by Design Award.

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://my.guideline.com/agreements/fees for additional information regarding our fees and services.

Disclosure: 2024 Fast Company Innovation by Design Award Winner in the Mid-Size business category. See https://www.fastcompany.com/91126780/methodology-innovation-by-design-2024 for more information.

To learn more, go to guideline.com
Updated on
Jun 23, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, App activity and 2 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

4.8
155 reviews
Justin
January 22, 2025
Transaction history provides no transparency into the actual trades that took place (how many shares were bought/sold in a rebalance? At what price?). All it says is "rebalance." Same issue as on their web UI, which was reported to them over a year ago & they've done nothing to fix.
3 people found this review helpful
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Guideline, Inc.
January 23, 2025
We’re sorry to hear your experience didn’t meet expectations. We value your feedback and are constantly working to improve. In the meantime, you can view your buy/sell transactions in your Quarterly Statements from the app’s Account tab. Please contact us at support@guideline.com if you have any further questions or feedback. We’re happy to help.
Xander Dumaine
July 4, 2025
1. When I first opened the app it said in big text, "welcome undefined!" 2. On the next screen to sign in the privacy policy and continue button were flashing rapidly. 3. Once I signed in, I was prompted to sign in again with no explanation 4. The 2fa entry screen did not support pasting the code from my authenticator app.
Did you find this helpful?
Guideline, Inc.
July 8, 2025
Hey Xander, Thank you for bringing this to our attention. We’d love to investigate to ensure you’re able to successfully access your account–please reach out to us at support@guideline.com so we can look into this on your behalf!
Lori Ulrich
August 19, 2023
I was hesitant due to reviews saying they couldn't even log in, but I had no issues at all. It functions just like the website. I can see my balance to-date, bi-weekly investment amount, and can even make edits to my plan if I wanted. I'm happy to have a more on-the-go way to check on my retirement savings!
5 people found this review helpful
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What’s new

Bug fixes and other improvements.

App support

About the developer
Guideline, Inc.
support@guideline.com
1412 Chapin Ave Burlingame, CA 94010 United States
+1 888-784-8804

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