Your account numbers and investor number are provided on your statements. Your account numbers also are available in the Accounts & Activity area of your online account.
Log in to view your account statements:
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.
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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.
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.
Mutual fund and Brokerage accounts, transaction confirmations, and confirmations of address changes and changes to banking information are available to view online. Confirmations for the previous 36 months* will be available online, and these are generally available to be viewed the morning after the transaction occurred. Confirmations for most account types are available to users with taxable responsibility for the account, meaning that the confirmations are stored and viewable under one taxpayer identification number or Social Security number. Because documents are stored in this way, in certain instances you may not be able to view an online confirmation for a specific account for which you have online access or trading authority. As an example, confirmations issued for an UGMA/UTMA account are archived under the account's unique taxpayer identification number (the minor's Social Security number) and, therefore, would not be viewable when you log in to account access under your user name and password.
If you are signed up for E-delivery of your confirmations, we will notify you by e-mail when an account confirmation is available to view online. As a protection to you, confirmations of changes of address and banking information will also be mailed to your address of record.
Log in to view your confirmations:
To view confirmations online, you must have the Adobe® Acrobat® Reader installed on your computer. It is free and easy to download.
* Mutual fund confirmations from 9/24/04, and Brokerage confirmations from 8/24/05 to the current date, are available to view online.
Log in to access your T. Rowe Price Workplace Retirement Plan:
Checkwriting services are available on the following T. Rowe Price money market or bond funds:
- Money market funds: California Tax-Free Money, Maryland Tax-Free Money, New York Tax-Free Money, Prime Reserve, Summit Cash Reserves, Summit Municipal Money, Tax-Exempt Money, and U.S. Treasury Money.
- Bond funds: Maryland Short-Term Tax-Free Bond, Short-Term Bond, Summit Municipal Intermediate, Tax-Free Short-Intermediate, Ultra Short-Term Bond, and U.S. Treasury Intermediate.
To add this service on your account use our Mutual Fund Checkwriting form. For additional questions, please contact us at 800-225-5132. Specialists are available Monday through Friday from 8 a.m. to 10 p.m. ET and Saturday from 8:30 a.m. to 5 p.m. ET.
Update your address, telephone number, e-mail and other personal information by logging in to your account:
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
Log in to your account to add or update bank information:
Log in to add or update beneficiary information on an existing IRA or ESA:
Download, complete, and return the following form to add or update beneficiary information to taxable account(s):
|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.
Log in to change your dividend and capital gains options:
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:|
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 Due to Life Events Information Guide:|
For additional assistance on an ownership change, please contact our Shareholder Services Department at
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.
T. Rowe Price supports direct connections through Quicken® for mutual fund, brokerage, and 401(k) and 403(b) account information. This means customers do not have to sign on to the T. Rowe Price website to export data. They can access data directly through Quicken® using their T. Rowe Price user name and password.
You can download any of your mutual fund, brokerage, 401(k)*, or 403(b)* account information into the three most current versions using direct connections.
*401(k) and 403(b) accounts require the Deluxe® or Premiere® version of Quicken®.
Please note: Downloading account information via direct connections is not available for University of Alaska Savings Plans, T. Rowe Price College Savings Plan, or the Maryland College Investment Plan.
You can only download brokerage account information in the three most current versions of Quicken® using direct connections.
The three most current versions of Quicken® can accept downloaded information from T. Rowe Price accounts through direct connections. T. Rowe Price cannot support older versions of these products or help troubleshoot problems that may occur with them. Customers may continue to use earlier versions of Quicken® by manually entering accounts and transactions.
To download investment data, customers must have the following:
- Any one of the three most recent versions of Quicken®-available from stores, direct from Intuit® at 1-800-4-INTUIT, or via the link in the Intuit Quicken® section below.
- An online T. Rowe Price user name and password.
The customer ID and PIN/password required is the same user name and password that 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 Account Access section. Please note that there is a 10-character password limit; if your T. Rowe Price password is more than this, only enter the first 10 characters and it will authenticate.
Customers may download account information at any time; however, for accounts with intraday activity, only prior day information is downloaded.
Customers can download account history, balances, and portfolio holdings into Quicken®. Quicken® Mac will only download brokerage account information.
During the first download, account history for the previous 12 months will be sent. Thereafter, customers are encouraged to regularly download account information.
If the problem you encounter relates to the ability to download account information for mutual fund and brokerage accounts, please contact T. Rowe Price Online Support at 1-888-475-5370. For problems with your 401(k) or 403(b) account information please contact 1-800-354-2386.