Help Center | Customer & Account Servicing | T. Rowe Price

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If this the first time you are accessing your account, activation is required:

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Your account numbers and investor number are provided on your statements. Your account numbers are also available in the Accounts & Activity area of your online account.

Log In to view your account statements:

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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 accounts are processed overnight and are reflected in the next morning's account information. For intraday and pending account activity, please log in to your account.

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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.

If the balances don’t appear to be current, and the prices have updated for the day, try the following steps:

  • 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. For information on clearing the cache, check your browser's help menu.

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 weekdays: 8 a.m. to 8 p.m. ET.

Related accounts are those you do not own but can view and act on, such as Trusts, Estate, 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.

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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.

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Confirmations for the previous 36 months will be available online, and these are generally available to be viewed the morning after the transaction occurred. 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 or update your paperless preferences:

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Note: To view confirmations online, you must have the Adobe® Acrobat® Reader installed on your computer. It is free and easy to download.

Log in to access your T. Rowe Price Workplace Retirement Plan:

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Update your address, telephone number, e-mail and other personal information by logging in to your account:

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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 1-800-922-9945.

Log In to your account to add or update bank information:

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Log In to add or update beneficiary information on an existing IRA or ESA:

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Download, complete, and return the following form to add or update beneficiary information to taxable account(s):

Beneficiaries - Transfer on Death Form:   Beneficiaries - Transfer on Death Form

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.

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: 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 Form
Ownership Change Due to Life Events Information Guide: Ownership Change Due to Life Events Information Guide

For additional assistance on an ownership change, please contact our Shareholder Services Department at 1-800-225-5132.

T. Rowe Price supports the Direct Connect method in 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.

Quicken® PC
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 the Direct Connect method is not available for University of Alaska Savings Plans, T. Rowe Price College Savings Plan, or the Maryland College Investment Plan.

Quicken® Mac
Only T. Rowe Price brokerage accounts are supported in the Macintosh versions of Quicken. Using the Direct Connect method, brokerage account information may be imported via Quicken for Mac 2015 or Quicken Essentials for Mac.

The Quicken Discontinuation Policy established by Intuit restricts online services to only the three most current versions of Quicken. Due to this limitation in the Quicken software, T. Rowe Price cannot support older versions of these products or help troubleshoot problems that may occur. Customers may continue to use earlier versions of Quicken® by manually entering accounts and transactions. For more information regarding the Quicken Discontinuation Policy, please refer to this article.

To download investment data, customers must have the following:

  1. Any one of the three most recent versions of Quicken® for Windows or Quicken for Mac 2015 -available from stores, direct from Intuit® at 1-800-4-INTUIT, or via the link in the Intuit Quicken® section below.
  2. An online T. Rowe Price user name and password.
  3. Note: For privacy and security reasons, you cannot download or export your T. Rowe Price account information directly from our website into a file. In order to get your account information into Quicken, you must first login to your Quicken account and then import your account information from within Quicken using your T. Rowe Price username and password. For more information, please visit Intuit's Quicken Support page.

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® for 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.