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Account Servicing Information

To update your personal information, select Personal Information from the My Profile activity area. A summary of the personal information that T. Rowe Price currently has on file for you will be displayed. Please keep in mind that for 15 days following a change of address or account maintenance, you will not be able to request an online redemption to your address on record.

If you have a retirement plan administered by T. Rowe Price, please call 1-800-922-9945 to speak to a representative about updating your address for your account.

To add a systematic purchase to your mutual fund account(s) or make changes to a current systematic purchase online, select Systematic Purchase from the My Profile area. After selecting the mutual fund accounts, you will be asked to specify detailed instructions for your systematic purchase agreement, including bank account information, amount, investment dates, investment frequency, and deferred months (if applicable).

To add, update, or delete a beneficiary(ies) on IRA accounts, click on the Beneficiaries Quick Link. Complete the section(s) to name your beneficiary(ies) or make changes to an existing beneficiary(ies). Once completed, click on the Continue button. You should receive an on-screen verification for your review. Once reviewed, if you agree, click the Submit button. For taxable accounts, complete the appropriate PDF form and mail it to the address on the form.

The Forms and Literature section provides direct access to the menu of T. Rowe Price account forms.

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