Select Client Services

As your assets grow at T. Rowe Price, so will your relationship with us. Our programs offer specialized, complimentary services for clients with substantial assets at T. Rowe Price.

Preferred Services

For clients with at least $100,000 at T. Rowe Price*

  • Priority access to Service Associates
  • Our most competitive Brokerage commissions
  • Savings on a variety of annual account fees
  • Free Morningstar.com Premium Membership

 

Download a summary of Preferred Services Benefits

Personal Services

For clients with at least $250,000 at T. Rowe Price*

  • All Preferred Services
    benefits - plus:
  • Access to Personal Services Client Managers
  • Personalized assistance with complex financial transactions
  • Free TurboTax® products during tax season

 

Download a summary of Personal Services Benefits

Enhanced Personal Services

For clients with at least $1,000,000 at T. Rowe Price*

  • All Personal Services
    benefits - plus:
  • Personalized assistance with setting up required minimum IRA distributions
  • Waived fees for T. Rowe Price Advisory Planning Services
  • Complimentary subscription to The Wall Street Journal online

Download a summary of Enhanced Personal Services Benefits

We make qualifying for the many benefits of Select Client Services even easier through our Household Recognition program.

Household Recognition automatically recognizes members of your household who have a qualifying T. Rowe Price investment relationship and your collective assets towards qualification for our premium Select Client Services programs.

For clients with $3 million+ to invest
We offer discretionary asset management services for clients who want their assets
professionally managed in a separate portfolio.

*Qualifying investments consist of T. Rowe Price mutual fund, Brokerage account, variable annuity, and T. Rowe Price College Savings Plan accounts that are directly owned, trust accounts for which you are a trustee, and UTMA/UGMA, T. Rowe Price College Savings Plan, and Education Savings Accounts for which you are a custodian. Assets held in a 401(k) plan, Maryland College Investment Plan, or University of Alaska College Savings Plan accounts also are eligible if you have a qualifying investment. Assets held in estate or corporate accounts are excluded. Your qualifying investment assets may be recognized with those of other eligible members of your household toward collective qualification for Select Client Services programs.