T. Rowe Price Personal® App

About

The T. Rowe Price Personal® app helps users manage their retirement savings and financial wellness. It suits individuals planning for their future, allowing them to track progress, monitor accounts, and even buy or sell funds. For example, users can check their asset allocation to ensure it aligns with their retirement goals.

What Stands Out

• •View detailed account activity, balances, and personal rates of return to understand your investment performance.
• •Aggregate accounts both inside and outside of T. Rowe Price to get a consolidated view of your finances.
• •Buy, sell, and exchange T. Rowe Price Mutual Funds and ETFs directly within the app for convenient trading.
• •Download statements and documents to simplify annual tax planning and record-keeping.

Things to Consider

Accessing all features, such as workplace retirement plan management or T. Rowe Price Retirement Advisory Service, may require specific plan enablement or an existing relationship. Users should verify their plan's compatibility with the app. Account aggregation requires linking external financial institutions.

Useful Tips

1. 01Check your account balances and asset allocation regularly to stay informed about your retirement progress.
2. 02Utilize the account aggregation feature to monitor all your financial accounts in one place.
3. 03Set up recurring contributions to T. Rowe Price Mutual Funds to automate your savings strategy.
4. 04Download your account statements monthly to keep your financial records up-to-date for tax purposes.