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Preferred Services is for investors with $100,000 or more in assets* invested with T. Rowe Price. We automatically enroll you in our exclusive, comprehensive suite of complimentary benefits and services to better serve your investment needs, including:

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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.

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Through the Preferred Services Web site, 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 $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 analytical tools powered by MarketWatch. Research, evaluate, and track investments using the enhanced stock screener and charting options.
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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.

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We waive a number of fees for our Preferred Services clients. For example, because of 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.

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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 Web site.
  • Preferred 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.
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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 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.

Advisory Planning Services is only appropriate for investors with $100,000 or more in investable assets. We invite all other investors to take full advantage of our complimentary guidance services.

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.
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As a Preferred 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.

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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.

T. Rowe Price reserves the right to amend or cancel select features and benefits at any time without prior notification. In addition, ongoing access by any customer to individual products and services is subject to periodic review and may be restricted based upon criteria established solely by T. Rowe Price.
Copyright 2009, T. Rowe Price Investment Services, Inc., Distributor. All rights reserved.