7.8 Safe to install
Smart Investing Made Simple with T. Rowe Price Personal®
T. Rowe Price Personal® offers a user-friendly platform designed to help users manage their investments effectively with tailored advice and intuitive tools.
Introducing the T. Rowe Price Personal® mobile app, an essential tool to manage your retirement with ease and confidence. This app utilizes cutting-edge security technology to safeguard your account information and empower you to take control of your financial future.
Track Financial Goals
- Effortlessly view your account activity, balances, asset allocation, and personal rates of return.
- Monitor all your accounts, both within and outside of T. Rowe Price, through account aggregation.
- Stay informed with personalized videos that track your progress towards retirement and cover essential financial wellness topics.
- Seamlessly communicate with T. Rowe Price via secure messages, personal investment advisors, and customer service.
Invest with Confidence®
- Buy, sell, and exchange T. Rowe Price Mutual Funds & ETFs directly through the app.
- Easily set up recurring contributions in T. Rowe Price Mutual Funds & 529 Plan accounts.
- Efficiently manage retirement contributions and investments in the Workplace Retirement Plan.
- Access valuable investing insights from T. Rowe Price's team of esteemed investment professionals.
Manage Accounts
- Open various types of accounts, including IRAs, T. Rowe Price Retirement Advisory Service™, and 529 Plans.
- Enroll in your workplace retirement plan, streamlining your retirement savings process.
- Update important account details such as usernames, passwords, mailing addresses, and paperless settings without hassle.
- Download statements and documents for annual tax planning with ease and convenience.
Certain features, such as those related to workplace retirement plans, are available only if enabled by your plan administrator and with a pre-existing relationship with T. Rowe Price.
Apple, the Apple logo, iPhone, Apple Pay, Touch ID, Face ID, and Apple Watch are registered trademarks of Apple Inc. App Store is a service mark of Apple Inc.
T. ROWE PRICE, INVEST WITH CONFIDENCE, T. Rowe Price Personal, and the Bighorn Sheep design are trademarks of T. Rowe Price Group, Inc. All rights reserved.
The T. Rowe Price Retirement Advisory Service™ is a valuable financial planning service and managed account program provided by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. Brokerage accounts for the Retirement Advisory Service are provided by T. Rowe Price Investment Services, Inc., member FINRA/SIPC, carried by Pershing LLC, a BNY Mellon company, member NYSE/FINRA/SIPC. T. Rowe Price Investment Services, Inc., T. Rowe Price Advisory Services, Inc., and T. Rowe Price Investment Services, Inc. are affiliated companies.
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Overview
T. Rowe Price Personal® is a Freeware software in the category Business developed by T. Rowe Price.
The latest version of T. Rowe Price Personal® is 7.8, released on 07/03/2024. It was initially added to our database on 09/15/2023.
T. Rowe Price Personal® runs on the following operating systems: iOS.
Users of T. Rowe Price Personal® gave it a rating of 5 out of 5 stars.
Pros
- User-friendly interface allows easy navigation for beginners
- Comprehensive investment options including mutual funds and retirement accounts
- Access to educational resources and tools to help users make informed decisions
- Strong customer support and financial advisory services available
- Mobile app provides on-the-go access to portfolios and investment tracking
Cons
- Limited investment options outside of their own mutual funds
- Higher fees compared to some other investment platforms
- Some features may be overwhelming for beginners due to extensive toolset
- No tax-loss harvesting services offered
- Limited international investment opportunities
FAQ
What is T. Rowe Price Personal®?
T. Rowe Price Personal® is an investment management service that provides personalized investment solutions based on an individual’s financial goals and risk tolerance.
How does T. Rowe Price Personal® work?
T. Rowe Price Personal® works by assessing your financial situation, understanding your investment objectives, and then creating a tailored investment strategy to meet those objectives.
Who is eligible to use T. Rowe Price Personal®?
T. Rowe Price Personal® is available to individual investors who are looking for professional investment management services.
What type of investments does T. Rowe Price Personal® include?
T. Rowe Price Personal® includes a range of investments such as mutual funds, ETFs, stocks, bond funds, and other asset classes depending on the client's needs.
Are there any fees associated with T. Rowe Price Personal®?
Yes, there are fees associated with T. Rowe Price Personal®, which may include management fees and fund expenses. It's best to review the specific fee structure with a T. Rowe Price representative.
Can I manage my investments online with T. Rowe Price Personal®?
Yes, clients can manage their investments online through the T. Rowe Price platform, allowing for easy access to account information and investment performance.
Is there ongoing support available with T. Rowe Price Personal®?
Yes, clients have access to ongoing support from investment professionals who can provide advice and adjust strategies as necessary.
What is the minimum investment required for T. Rowe Price Personal®?
The minimum investment requirement for T. Rowe Price Personal® may vary; it is best to check with T. Rowe Price for the most current information.
How can I open an account with T. Rowe Price Personal®?
You can open an account by visiting the T. Rowe Price website or contacting a representative directly who can guide you through the process.
Can I transfer existing investments into T. Rowe Price Personal®?
Yes, you can typically transfer existing investments into a T. Rowe Price Personal® account, but it's advisable to discuss this with an advisor to understand the process and any potential tax implications.
Pete Milner
I'm Pete, a software reviewer at UpdateStar with a passion for the ever-evolving world of technology. My background in engineering gives me a unique insight into the intricacies of software, allowing me to provide in-depth, knowledgeable reviews and analyses. Whether it's the newest software releases, tech innovations, or the latest trends, I'm here to break it all down for you. I work from UpdateStar’s Berlin main office.
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