We make service personal. Call 800-409-0978. Speak with an Investment Counselor about the exclusive benefits and enhanced services available to you when you roll over $100,000 or more.

Assistance with your rollover

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 questions and offer personalized attention
  • Follow up with you with updates until your transaction is complete

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

T. Rowe Price Advisory Planning Services

There are fees for Advisory Planning Services, but, depending on your asset level, they may be free for you. Please visit the Advisory Planning Services homepage for additional information.

To help you view your rollover as part of your overall portfolio, our investment counselors can 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