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When and where are statements available for viewing online?

Online account statements are accessible from the Statements and Documents area and are available for up to 7 years. If you are signed up for E-delivery of your statements, we will notify you by e-mail when your account statement is available online.

Monthly and quarterly account statements are usually available online within five business days of the first of each month or within five business days of the first of April, July, and October. Fourth-quarter account statements are usually available online at the beginning of January and contain a consolidated view of each of the previous monthly or quarterly account statements for that year.

Go Paperless

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

How do I download my statement if I elect e-delivery?

If you elect e-delivery for statements, you will receive an e-mail approximately the first week following the month end (for monthly statements) or the quarter end (for quarterly statements). That e-mail will have a link which will take you to the log-in page for your T. Rowe Price accounts. Upon logging in, you can launch your statement from the Statements and Documents section.

How do I know if I will get quarterly or monthly statements?

Accounts with checkwriting service, the T. Rowe Price Retirement Income 2020 Fund, and all Brokerage accounts are required to receive monthly statements. Quarterly statements will be sent for all other mutual fund portfolios.

When should I order a new statement if I have not received one?

Due to mailing timeframes, please wait two weeks after quarter-end (for quarterly statements) and two weeks after month-end (for monthly statements) before ordering another statement.

How do I order a new statement?

If you need a statement:

Online account statements are available for up to 7 years. The fastest way to get a new statement is to download it from the Statements section of your online account.

Complete Online

When will I receive statements for small business retirement plans?

The statements for small business retirement plans are sent on a quarterly basis in a separate package from statements concerning any mutual fund or Brokerage accounts you may own.