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New Account Assistance

We make it as easy as possible for you to open a new account with us. We will:

  • Take care of all the paperwork
  • Coordinate the switch with your current financial institution
  • Provide dedicated Investment Counselors able to answer any and all questions at 888-270-4536

Exclusive Benefits

We provide benefits and resources to help you better manage your portfolio, including:

  • Fee waivers and discounts
  • T. Rowe Price market and investment insights
  • Independent, third-party resources, such as Premium Morningstar.com
  • Dedicated Investment Counselors offering personalized attention
Advisory Planning Services

Our Investment Counselors will help you develop a successful strategy through:

  • A full review of your financial situation and goals
  • An analysis of your strategy tested against many market scenarios
  • Specific advice to help you meet your retirement goals
  • Ongoing annual checkups to keep your strategy on track
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