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T. Rowe Price Help Center
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Your account numbers and investor number are provided on your statements. Your account numbers are also available on the Accounts page of your online account.
Log In to view your account number(s) and/or statement(s):
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.
Accounts listed under the External 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 Investor Class and I Class money market or bond funds:
Money market funds (Investor and I Classes, as applicable): Cash Reserves, Government Money, Maryland Tax-Free Money, Tax-Exempt Money, and U.S. Treasury Money.
Bond funds (Investor and I Classes): Maryland Short-Term Tax-Free Bond, Short-Duration Income, Short-Term Bond, Summit Municipal Intermediate, Tax-Free Short-Intermediate, Ultra Short-Term Bond, and U.S. Treasury Intermediate Index.
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.
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.
Confirmations for the previous 7 years will be available online, and these are generally available to be viewed the morning after the transaction occurred.
If you are signed up for email delivery of your confirmations, we will notify you by email 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. You can update your document delivery preferences with your account profile.
Log in to access your T. Rowe Price Workplace Retirement Plan:
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 Alaska 529 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:
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):
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.
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.
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 that clients do not have to sign on to the T. Rowe Price website to export data. Clients can access data directly through Quicken using their T. Rowe Price user name and password.
Quicken® for PC or MAC
You can download any of your mutual fund, Brokerage, 401(k)1, or 403(b)1 account information into the three most current versions using direct connections.
1401(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 Alaska 529, the T. Rowe Price College Savings Plan, or the Maryland Senator Edward J. Kasemeyer College Investment Plan.
The Quicken Discontinuation Policy 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. Clients 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 Quicken web page. By clicking this link you will leave the T. Rowe Price website and enter a website sponsored by another party that is not an affiliate of T. Rowe Price. T. Rowe Price assumes no responsibility for your or any other person’s use of the website or its content.
To download investment data, you must have the following:
Any one of the three most recent versions of Quicken for Windows or Quicken for Mac is available from stores or direct from Quicken at www.quicken.com. By clicking this link you will leave the T. Rowe Price website and enter a website sponsored by another party that is not an affiliate of T. Rowe Price. T. Rowe Price assumes no responsibility for your or any other person’s use of the website or its content.
- An online T. Rowe Price user name and password.
Note: For privacy and security reasons, you cannot download or export your T. Rowe Price account information directly from our website into a file. 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 Quicken's Support page. By clicking this link you will leave the T. Rowe Price website and enter a website sponsored by another party that is not an affiliate of T. Rowe Price. T. Rowe Price assumes no responsibility for your or any other person’s use of the website or its content.
The ID and PIN/password required is the same user name and password that you use to log in to T. Rowe Price's secure website. If you need to set up a user name and password for the first time, please visit our secure website. 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.
You may download account information at any time; however, for accounts with intraday activity, only prior-day information is downloaded.
You can download account history, balances, and portfolio holdings into Quicken for T. Rowe Price mutual fund, Brokerage, 401(k)1 or 403(b)1 accounts.
1401(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 Alaska 529, the T. Rowe Price College Savings Plan, or the Maryland Senator Edward J. Kasemeyer College Investment Plan.
During the first download, account history for the previous 12 months will be sent. Thereafter, you 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.
Visit Quicken's Support page. By clicking this link you will leave the T. Rowe Price website and enter a website sponsored by another party that is not an affiliate of T. Rowe Price. T. Rowe Price assumes no responsibility for your or any other person’s use of the website or its content.
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