New Account Assistance
We make it as easy as possible for you to open a new account with us. We will:
- Take care of all the paperwork
- Coordinate the switch with your current financial institution
- Provide dedicated Investment Counselors able to answer any and all questions at 800-409-0978
Exclusive Benefits
We provide benefits and resources to help you better manage your portfolio, including:
- Fee waivers and discounts
- T. Rowe Price market and investment insights
- Independent, third-party resources, such as Premium Morningstar.com
- Dedicated Investment Counselors offering personalized attention
Advisory Planning Services
Our Investment Counselors will help you develop a successful strategy through:
- A full review of your financial situation and goals
- An analysis of your strategy tested against many market scenarios
- Specific advice to help you meet your retirement goals
- Ongoing annual checkups to keep your strategy on track
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