- 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- Why do daily prices on the website appear to be out of date?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?
Log in to access your account:
If this the first time you are accessing your account, activation is required:
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.
Customize your summary page by hiding the accounts that you do not want to see on the Summary page here:
Related accounts are those you do not own but can view and act on, such as Trusts, Estate, Uniform Gifts to Minors Act/Uniform Transfer to Minor 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.
Log in to access your accounts:
View access only 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.
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. The feature is typically used by spouses who both have assets in IRAs.
Please note that the individual to whom you are granting access must be a T. Rowe Price retail shareholder and have online account access.
The following are the mutual fund and brokerage account types eligible for view access: IRAs and Education Savings Account 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 6:30 p.m. and 8 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.
Log in to access your account:
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 Saving Accounts (ESAs), or, generally, money market accounts.
Log in to access your cost basis information.
Access your 529 accounts online here: