As a Personal Services client, you will receive fast, personalized attention from a select team of Client Managers who are dedicated to serving your investment needs. Our investment professionals work with you to address your long-term financial goals, including:
- Review and answer questions about your account
- Serve as your primary contact for all T. Rowe Price mutual fund and retirement transactions
- Recommend appropriate T. Rowe Price services
- Provide a timely response to investment planning and financial matters
- Work closely with you to streamline your investing process
With PersonalSolutions, you have a dedicated Client Manager from your Personal Services Team available to help you with private account matters or complex investment changes that may require assistance. Your Client Manager will provide personalized attention throughout the process, filling out paperwork, contacting other financial institutions if necessary, and providing you with updates.
Our PersonalSolutions program will help with:
- Rolling over retirement accounts
- Transferring assets from other institutions
- Changing account ownership or registrations
We waive a number of fees for our Personal Services clients.
- Save on fees—Due to your assets at T. Rowe Price, you will not be subject to the annual small account fee, fiduciary fees on IRA accounts, or the annual Brokerage maintenance fee.
- TurboTax® discount—Free or discounted TurboTax products are offered during tax season to our Personal Services clients.
- Discount for online Brokerage trades—Personal Services clients can trade stocks online for as little as $12.951 with online option trades available for $12.95 plus $1.00 per contract2—a savings of $7.00 per trade.
Learn more about T. Rowe Price Brokerage Services.
2Customers who do not qualify are eligible for the rate of $19.95 for online option trades plus $1.00 per contract.
Through our Personal Services Web site, you can access complimentary online resources to help you manage your investments and stay well informed. Our online benefits include:
- Morningstar.com's Premium Membership—This complimentary subscription (a $174/year value) entitles you to full Premium privileges on Morningstar.com.
- Access to features from The Wall Street Journal Online—With our compliments, access in-depth reports and articles on personal finance, investing, and consumer-related issues.
- Research & News powered by MarketWatch—Get up-to-date news headlines and premium analyst ratings and estimates powered by MarketWatch. Research, evaluate, and track investments using the enhanced stock screener and charting options.
Our semiannual Portfolio Summary Report provides a review of your T. Rowe Price mutual funds. This report provides an in-depth look at your assets by examining how well your T. Rowe Price funds are allocated. You'll see the potential risk/reward level of each of your funds; the investment style of each of your funds; and how your money is allocated among stock, bond, and money market funds. The Portfolio Summary Report, automatically available for most of our mutual fund investors, will also include your current beneficiary information.
T. Rowe Price Advisory Planning Services1 provides our Personal Services clients with a dedicated planning team that includes CERTIFIED FINANCIAL PLANNERTM practitioners, Advisory Counselors, Advisory Client Managers, and Service Specialists. You will be paired with a dedicated Investment Counselor who will get to know your particular situation in order to apply T. Rowe Price's planning resources to develop a long-term strategy that's easy for you to implement.
You'll receive a complimentary annual checkup to help you closely monitor your portfolio based on your financial strategy. The checkup gives us the opportunity to suggest revisions to your overall investment plan based on your financial needs.
The one-time fee for this ongoing service is $250. The service is free for investors with $500,000 or more in assets2 with T. Rowe Price and reimbursed for investors bringing in at least $100,000 in new assets.
To learn more about putting our financial expertise to work for you, visit our Advisory Planning Services section.
1Services offered by T. Rowe Price Advisory Services, Inc., a federally registered investment adviser. T. Rowe Price Advisory Services and T. Rowe Price Investment Services are affiliated companies.
2Assets held in estate, corporate, and 401(k) accounts and 529 plans are excluded from the fee waiver criteria.
To keep track of current financial and investment developments, we provide our Personal Services clients with informative communications to tap into our expertise, including:
- Take Note—Our popular investment publication addresses a variety of issues for investors with substantial assets by clarifying tax strategies, estate planning, and other relevant investment topics. Our clients automatically receive Take Note, a special supplement within our award-winning quarterly magazine,
T. Rowe Price Investor.
Take Note is also available online through our Personal Services Web site. - Personal Services E-mail Updates—Sign up and take advantage of our e-mail updates. The e-mails offer readers an unbiased perspective on key investment topics, such as investing for the long term, financial planning, tax considerations, and estate planning.
- Conversations With T. Rowe Price Managers—To stay in touch with current market and economic conditions, listen to quarterly interviews with one or more of T. Rowe Price's fund managers, analysts, and guest experts. Sessions are available on compact disk.
As a Personal Services client, you receive first notice of new investment options, portfolio management tools, and innovative services. You'll be among the first to know about our latest offerings, and you will be able to take advantage of them as soon as they become available.
For more information about these programs, call a Select Client Services Specialist at 1-800-537-1098.
*Qualifying assets consist of T. Rowe Price mutual fund, Brokerage, variable annuity, and trust accounts. Assets held in estate, corporate, and 401(k) accounts and 529 plans are excluded.
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