GuidelineReviews of guideline.com

support mega back door 401k!

We were not given the guidance that we needed and the mistake ended up costing us $50,000.

The answer provided for why fees were taken twice in one month from my account made no sense if you looked at my entire account history. There has never been a month without fees, so your answer is wrong.

Super easy website. Easy to switch between accounts and the information is presented in an understandable way. Good choice of stocks too.

Initiated a rollover of my 401K. They claimed they sent a check and it would arrive in 5-10 days. on day 10 it did not arrive. I inquired through support and then they said to wait 14 days. I waited 14 days, and they said wait 10 business days. Getting a lot of runaround while they hold $64K of my money in limbo! Started seeing similar reviews on here and BBB site. I am now leaving appropriate reviews and also considering legal options.

They intentionally make it nearly impossible to transfer out your retirement and they charge way too much for their services.

The worst retirement investment ever. After I left my company and got a new job, I’ve been trying to roll over my 401K to my new retirement provider and guideline has not once sent my check or help me deal with the roll over. It’s been 14 months since I’ve started my roll over and guideline keeps telling me different things from their customer service support. Their process is all messed up, delayed email responses, customer service is not even valuable, it’s a joke! Avoid Guideline at all costs! Do not invest your time, money, and headache here.

Terrible customer service. If you have an issue, it's handled by non-techs. You get an email, describe your issue, then you get another email the NEXT day. Don't worry, they will take care of it. No replies until the next day, again. Rinse, repeat, until you're stressed out. Took me 7-8 days to get a resolution to my problem. No one cares.