You will need to have Microsoft Money installed on your PC, an Internet connection, and a browser with 128-bit encryption (required by T. Rowe Price for Account Access).
- Open Microsoft Money (Plus), then from the 'My Money Home' screen, select 'File' from the main menu and then 'New, New Account.'
- Select 'Investment' from the 'Choose an account type' window. Click 'Next.'
- At the next window, click 'T' and select 'T. Rowe Price' from the list of names that populate in the window below. Click 'Next.'
When setting up Brokerage accounts, select the 'T. Rowe Price Brokerage' option. Click 'Next'. - On the 'Do you already have sign-in information?' page, select 'Yes, I have special sign-in information for use with Money'. Click 'Next.'
For Brokerage accounts select 'Yes, I have sign-in information.' Click 'Next.' - Enter your T. Rowe Price user name and password and click 'Next.'
- In the 'Choose account update settings' screen, choose either 'Track positions only' or 'Track positions and transactions.' Click 'Next.'
- Account information will download and display in the 'Account List.' If there are any transactions to review, click on the link 'Transactions to read' on the right of each relevant account.
- Review the investment activity. Click 'Next' to continue.
- Accept each transaction into the register. Click the appropriate choice for each transaction to move to the next transaction. Click 'Finish' after the last transaction. The updated balance will appear in the account list.
- After Microsoft Money is open, click on the 'Tools' menu, then 'Internet Updates,' and 'Update Now.'
- A pop-up window will display a list of accounts that can be downloaded. You will have the opportunity to select which of your T. Rowe Price accounts you would like included in the update by placing a check mark next to each account.
- Enter your T. Rowe Price password and click 'Update.'
- Once the download is complete, you can review your investment activity in Money.
You should enter the same user name and password you use to log in to T. Rowe Price's Account Access section. If you need to set up a user name and password for the first time, please visit the Register section.
You can visit the Microsoft Money Web site to learn more about the software product.
Feedback