As a Preferred Services client, a dedicated toll-free telephone number will put you directly in touch with our experienced Service Specialists who are ready to assist you with mutual fund transactions, questions concerning your account, and inquiries regarding T. Rowe Price mutual funds and services.
Through the Preferred Services website, you have access to complimentary online resources to help you manage your investments and stay well informed. These online benefits include:
- Morningstar.com's Premium Membership—This complimentary subscription (a $199/year value) entitles you to full Premium privileges on Morningstar.com.
- Research & News powered by Interactive Data—Get up-to-date news headlines and analytical tools. Research, evaluate, and track investments using the enhanced stock screener and charting options.
- Online Personal Guides—Whether you are saving to buy a new house, looking to diversify your portfolio, or seeking retirement income, T. Rowe Price Personal Guides can help you match investments with your financial objectives.
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.
Save on fees—Due to your assets at T. Rowe Price, you will not be subject to the account service fee or the annual Brokerage maintenance fee.
Discount for online Brokerage trades—Preferred Services clients can trade stocks online for as little as $9.951 with online option trades available for $9.95 plus $1.00 per contract2—a savings of $10.00 per trade.
Learn more about T. Rowe Price Brokerage Services.
To keep track of current financial and investment developments, we provide our Preferred 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 Preferred Services website.
T. Rowe Price Advisory Planning Services1 provides our Preferred 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 and 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; however, it may in fact be free for you. The $250 fee is waived for investors meeting certain criteria related to assets2 invested with T. Rowe Price and for certain account types (please see the Fiduciary Adviser Disclosure document for ERISA accounts, including IRA account holders). After you complete your profile, you will be notified if you meet the fee waiver criteria.
For more information regarding the fee waiver criteria, please contact us at
To learn more about putting our financial expertise to work for you, visit our Advisory Planning Services section.
1Services are 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, 401(k) accounts and 529 plans are excluded from the fee waiver criteria.
As a Preferred Services client, you will 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 will be able to take advantage of them as soon as they become available.
For more information about these programs, call a Service Specialist at
*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 and trust accounts for which you are a trustee. Assets held in a