If you are currently a T. Rowe Price client, your T. Rowe Price investment information will automatically be provided in the Client Profile for your convenience.*
Note: If you are an Advisory Planning Services Client, we already have your Client Profile on record so you can skip this step. To access/review your Online Checkup, we encourage you to go here.
If you have questions while completing your Client Profile, please call
*Assets held in Education Savings Accounts, UTMA/UGMAs, 401(k) accounts, and 529 plans will not be included.
Please return your completed questionnaire and signed Advisory Planning Services Agreement and Disclosure Statement to:
T. Rowe Price
Advisory Planning Services
P.O. Box 17300
Baltimore, MD 21297-1300
Note: If you choose to download your Client Profile, please click below to review our Service Agreement and Disclosure Statement. This brochure contains information regarding T. Rowe Price and Advisory Planning Services as contained in the Form ADV, Part 2A, filed by T. Rowe Price Advisory Services, Inc. with the U.S. Securities and Exchange Commission.
Note: If you use AdobeÂ® AcrobatÂ® Reader to view this form, you will only be able to print the form. Once you have printed the form, please complete and mail it to T. Rowe Price Advisory Planning Services at the address referenced above.
After you have returned the Client Profile, a T. Rowe Price Advisory Counselor will contact you to review your information.
Once your Advisory Counselor feels that he or she clearly understands your financial goals and situation, the counselor will work closely with the other members of our Advisory Planning Services team to develop your Recommendation.
After you receive your Recommendation, your Advisory Counselor will contact you again to discuss the information and assist you with an implementation plan.