• Log In Log Out
  • Update your address, telephone number, e-mail and other personal information by logging in to your account:

    Complete Online

    Please keep in mind that for 15 days following a change of address or other account maintenance, you will not be able to request an online redemption to your address of record.

    Changing your address online will change the address for all of your T. Rowe Price mutual fund accounts, T. Rowe Price Brokerage accounts, and T. Rowe Price College Savings Plan and University of Alaska College Savings Plan accounts. If you have a retirement plan with T. Rowe Price and want to update your address for your account, please contact a T. Rowe Price Workplace Retirement representative at 1-800-922-9945.

    Log in to your account to add or update bank information:

    Complete Online

    Log in to update your username, password, and other login information:

    Complete Online

    How do I update or add my beneficiary information online?

    Expand/Collapse

    Log in to add or update beneficiary information on an existing IRA or ESA:

    Complete Online

    Download, complete, and return the following form to add or update beneficiary information to taxable account(s):

    Beneficiaries - Transfer on Death Form: Beneficiaries - Transfer on Death Form

    Please Note: The form above applies only to accounts with the following registrations: Individual, Joint Tenants With Rights of Survivorship, and Tenants by the Entirety. Please contact Shareholder Services for accounts with other registrations.

    Buy

    You can buy additional shares of a mutual fund you already own or establish a new mutual fund under one of your existing account registrations. To buy a mutual fund online, there must be a bank account linked to your mutual fund accounts(s).

    Complete Online

    Exchange

    You can move money from one mutual fund account to another. The exchange can be to an identically registered mutual fund you already own or you can move money into a new fund. The new fund will have the same registration and properties as the mutual fund(s) used to fund the exchange. (Note: Systematic transactions features will not automatically be carried over to the new account.)

    Some funds charge redemption fees. Please see the prospectus for more information.

    Complete Online

    Sell

    You can take money out of your mutual fund account and have the proceeds sent by check via first-class mail to your address of record, or, if you have a bank account linked to your mutual fund account(s), you can move the money by an Automated Clearing House (ACH) or wire transfer (fees may apply if redeeming by wire).

    Some funds charge redemption fees. Please see the prospectus for more information.

    Complete Online

    Additional Information

    Purchases, exchanges, and redemptions can also be set up to occur on a regular basis. T. Rowe Price refers to them as "automatic." To establish or update automatic investments, exchanges, or withdrawals, please visit the Automatic Transactions menu in the Transact & Trade area.

    Complete Online

    Bank Information

    Log in to your account to add or update bank account information:

    Complete Online

    All online bank servicing requests are subject to electronic verification.

    Log in to update your e-mail preferences for receiving statements, confirmations, prospectuses, shareholder reports, and tax form alerts:

    Complete Online

    Log in to change your dividend and capital gains options:

    Complete Online

    Please Note: When dividends and capital gains payment options are both set to "distribute," both must be set to the same distribute destination. Updates must be received at least one business day prior to the day on which distributions are to be paid.

    To submit a name change, please download, complete, and return the Name Change form below by mail to T. Rowe Price. In most cases, additional documentation (a copy of a marriage license, divorce decree, or court order) will also be required.

    Name Change Form: Name Change Form

    To submit a change of registration or change of ownership for an existing account, download, complete, and return the Ownership Change form by mail to T. Rowe Price. In most cases, additional documentation (birth certificate, death certificate, divorce decree) will also be required. Please review the Ownership Change Due to Life Event Information Guide for instructions on your specific situation.

    Ownership Change Form: Ownership Change Form
       
    Ownership Change Due to Life
    Events Information Guide:
    Ownership Change Due to Life Events Information Guide

    For additional assistance on an ownership change, please contact our Shareholder Services Department at 1-800-225-5132.

    Log in to access your T. Rowe Price Workplace Retirement Plan:

    Log In

    The Automatic Asset Builder (AAB) is an automatic investment service that allows investors to make recurring purchases of at least $100 per transaction directly into their mutual fund accounts. The assets are drawn directly from a bank account in file.

    Log in to add or update automatic transactions:

    Complete Online

    Grant other T. Rowe Price shareholders the ability to view your accounts using their login information. They will only be able to see your account balances and will not be able to make any changes to your account, but they will be able to include your accounts in some of the portfolio analysis features. This feature is typically used by spouses who both have assets in IRAs.

    Complete Online

    Update your iVerify Image and/or Phrase here:

    Complete Online

    Copyright 2014, T. Rowe Price Investment Services, Inc., Distributor. All rights reserved.