- How Do I View My Account Online?
- How Can I View Outside Investments on the T. Rowe Price Site?
- I Closed My Account, Why Do I Still See it Online?
- What Are "Related Accounts"?
- What Are "View Access Only Accounts"?
- When Is My Account Balance Information Updated?
- Why Do Daily Prices on the Website Appear to Be Out of Date?
- Where Can I Find My Cost Basis Information?
- How Do I Get to My T. Rowe Price College Savings Plan (529) or University of Alaska College Savings Plan (529) Account?
To set up online account access, you can visit troweprice.com/access. If you are accessing your account for the first time, select the Activate Your Accounts link on this page. You will then be prompted to locate your account by entering either your investor number or your account number and investment type. After entering this information, you will be walked through the process of creating a unique user name and password. Once your login information has been completed, you can return to troweprice.com/access, enter your user name, and click Log In to access your accounts.
You can add other investment accounts, including Workplace Retirement Plans (401(k) accounts) and College Savings Plan accounts (529 plans), using the Account Center service. Account Center, powered by Yodlee, automatically retrieves and refreshes account information from other financial institutions where you have online account access, allowing for secure, single login access to all of your investment accounts.
We maintain information on closed accounts in our computer records for a period of time for recordkeeping and tax-reporting purposes. To remove a closed mutual fund account from your Summary, select the Customize account view link. From this page you can select the mutual fund account that you would like to be removed from your Summary.
Related accounts are those you do not own but can view and act on, such as Trusts, Estates, Uniform Gifts to Minors Act/Uniform Transfers to Minors Act (UGMA/UTMA) accounts, Powers of Attorney, etc. If you are a trustee or have power of attorney for one of these account types, you will see them displayed in the Related Accounts section, and are able to transact on these accounts.
View access only accounts are accounts to which you have been granted viewing rights. You do not own these accounts, but a person with authority to act on the accounts has granted you viewing rights. You cannot transact in these accounts. This feature is often used by spouses to allow each other to view accounts that are separately owned. It may also be used to allow a beneficiary to view an account that he/or she does not currently own.
To grant view access to another person, visit the Login & Permissions section of Profile & Preferences. Please read the information about view access carefully. You will be prompted to provide information about the person to whom you would like to grant view access. This person must already have a T. Rowe Price account and be able to use the online account access feature. You then select the account(s) you wish the other party to see in their Accounts & Activity Area.
The following are the mutual fund and brokerage account types eligible for view access: IRAs and Education Savings Accounts and Individual, Joint Tenant, Sole Proprietor, Transfer on Death, Trusts, and Uniform Gifts to Minors Act/Uniform Transfers to Minors Act (UGMA/UTMA) accounts. 529 College Savings Plan accounts held in the T. Rowe Price College Savings Plans and University of Alaska College Savings Plan are also eligible for view access.
T. Rowe Price mutual fund share prices and portfolio unit prices are generally updated each business day between 6 and 7 p.m. ET, and account balances will reflect that updated information.
Transactions placed during the current business day for T. Rowe Price mutual fund, Brokerage, 529 College Savings, variable annuity, and workplace retirement accounts are processed overnight and are reflected in the next morning's account information. For intraday and pending account activity, please visit the Activity area to access this information.
Accounts listed under the My Other Investment Accounts section are provided by the Yodlee AccountMinder service and may not reflect your current balance. Account information provided by the AccountMinder service has been refreshed within the last 24 hours. However, depending on when and how often the other websites refresh their own sites, the data you view through the Service may not reflect the most current status.
Information appearing on your screen can load from two locations: from an Internet server or from your computer's cache, a portion of the hard drive that stores previously loaded Web pages. If the page loads from the cache, the information provided will be only as current as the last time you visited the page. If the information is not current, use the Reload or Refresh button at the top of your browser. If this does not produce updated information, you have to clear the cache and force the browser to seek the information directly from the Internet. For information on clearing the cache, check your browser's help menu.
Your cost basis information is displayed as a part of the Tax Information tab within the Accounts & Activity area. Cost Basis is provided only where it is applicable; it is not provided for IRAs, Education Savings Accounts (ESAs), or, generally, money market accounts.
Click your T. Rowe Price College Savings Plan (529) or University of Alaska College Savings Plan (529) account from the Accounts & Activity area. The T. Rowe Price College Savings Plan (529) or University of Alaska College Savings Plan (529) system will be displayed in a new browser window.