- How Do I Update Contact Information, Such as My Address?
- Where Can I Change My Login Information, Such as My Password?
- How Do I Add or Change the Amount of My Systematic Contributions (Automatic Asset Builder)?
- How Do I Update or Add My Beneficiary Information Online?
- How Do I Sign Up for or Change My E-mail Preferences?
- Where Do I Log in to the Participant Website to See Information About My 401(k) Retirement Account?
- How Do I Submit a Name or Account Registration Change?
- Can I Give Other People Permission to View My Accounts?
- Can I Update My Bank Account Information Online?
- Can I Change My Dividend and Capital Gain Options?
- I Forgot My User Name, How Can I Retrieve It?
- What Is iVerify and How Do I Enroll?
- How Do I Change My iVerify Image and Phrase?
To update your contact information, select Update Contact Information from the Profile & Preferences area.
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
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.
To change your password and security questions, select Update Login & Permissions from Profile & Preferences area.
Remember, your password must be six to 10 characters and contain at least two numbers and two letters. Your password is case sensitive.
Your security questions are used to help retrieve your user name or reset your password in the event you forget them.
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 on file.
To add the AAB service to your mutual fund account(s) or to make changes to a current automatic investment online, select Automatic Investment from the Automatic Transactions menu in the Transact & Trade area. After selecting the mutual fund account(s), you will be asked to specify detailed instructions for your automatic investment agreement, including bank account information, investment amount, investment dates, investment frequency, and deferred months (if applicable).
Please note that you must have a bank account associated with the mutual fund account(s) for which you would like to add an automatic investment.
A beneficiary is any person or entity chosen by an account owner to receive the benefits of the account after the owner's death. To change your beneficiary designation for your IRA online, select Beneficiaries from the Profile & Preferences area.
For IRAs, you can designate up to four primary and four secondary beneficiaries (Education Savings Accounts (ESAs) are able to designate up to three successor beneficiaries). If you would like to name a complex IRA beneficiary (e.g., per stirpes) or more beneficiaries than are allowed online, please complete the IRA Beneficiary Change Form. You can attach another sheet of paper to this form with additional beneficiary information if there is not enough room on the form.
If you would like to add beneficiaries to your taxable account(s), you will need to establish a transfer on death (TOD) registration for the account(s). A TOD designation allows for a transfer of ownership of your shares to your beneficiaries upon your death. Use the links below to download the appropriate form either to establish this type of registration or to change your previously named beneficiaries on your TOD-registered account.
Please Note: The forms above apply 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.
You can sign up for E-delivery from the Profile & Preferences area. Using our E-delivery service, you can elect to receive all or some of the following documents electronically:
- Prospectuses and shareholder reports
- Tax form alerts (paper copies of the forms will still be mailed)
You can log in here to manage your workplace retirement plan account. Additionally, a link to the participant website is located on the My Accounts page. You may also click the Other T. Rowe Price Sites link found in the footer area of the site. The Corporate homepage contains a link to the participant website.
All requests for name change and change of registration must be submitted by mail. Please visit our Account Servicing Forms section for the appropriate forms. In most cases, additional documentation (a copy of the marriage license, divorce decree, or court order) will also be required.
You can 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. To grant another T. Rowe Price shareholder access to any one or all of your accounts, select Login & Permissions from the Profile & Preferences area.
Please note that the individual to whom you are granting access must be a T. Rowe Price retail shareholder and have online account access.
To manage bank account information online, select the Bank Accounts link in the Profile & Preferences area. This service allows you to link a bank to your T. Rowe Price mutual fund accounts for electronic funds transfer, associate additional accounts to an existing bank, or delete current bank information. All online bank servicing requests are subject to electronic verification. You may also update or add bank account information to your mutual fund accounts by submitting a Shareholder Services Form along with a voided check. In some cases, a signature guarantee is required for all mutual fund and bank account owners.
For further assistance, please contact a T. Rowe Price Shareholder Services representative at 1-800-225-5132.
To change your dividend and capital gain options online, select Dividends & Capital Gains from the Profile & Preferences area. Updates must be received at least one business day prior to the day on which distributions are to be paid. If dividend calculations are in process for the current month, it will be noted on the Dividends & Capital Gains update page, and any updates will be effective next month. Please Note: When dividend and capital gains payment options are both set to "distribute," both must be set to the same distribute destination. (For example, you cannot have a dividend check sent to you and the capital gains payment deposited in your bank account. They will either be sent to you by check or deposited to your account.)
If you forgot your log-in information, we can help you locate it. Simply click the forgot user name link and let us know how you would like us to look up your account.
T. Rowe Price has added a feature to the login process called iVerify, which adds an additional layer of security to help protect your account information on the T. Rowe Price website. By adding multiple layers of authentication, two things are accomplished:
- You can be assured you are logging on to a valid T. Rowe Price website because we show you an image and phrase that you chose during the enrollment process.
- T. Rowe Price can recognize the computer that was linked to this account when you enrolled in iVerify. If we do not recognize the computer, we will ask you security questions that you answered during the enrollment process to help identify that you are the right person logging in to that account.
To enroll, go to the login page and click the Enroll link beside the user name box. You will be presented with step-by-step instructions on how to enroll.
To change your iVerify image and phrase, select Login & Permissions from the Profile & Preferences area.
From that screen, you may change your image and phrase or just your phrase. Follow the instructions on the screen to complete this process.