Client benefits: It’s good to be appreciated.
 
We extend an array of complimentary services and resources designed to help you make informed investment decisions. In addition, certain asset levels offer you access to an expanded suite of valuable client benefits.

Invest now to access our complimentary services.

Questions? Call us at 1-800-332-6161

Tiered client benefits based on asset level

 

All Investors

Investors at any level enjoy access to a range of complimentary benefits.

Available resources include access to knowledgeable service specialists and proprietary investment content.

 

Personal Services

Investors with $250k or more in qualifying assets* are automatically recognized at the Personal Services level. 

This program includes an expanded suite of complimentary investment resources, fee waivers, and elevated service to help make managing investments more convenient.

 

Enhanced Personal Services

Investors with $1 million or more in qualifying assets* are automatically recognized at the Enhanced Personal Services level.

This program features our most comprehensive package of research and complimentary advice resources to help clients make more informed investment decisions.

Services that help put pursuit of your goals into higher gear

Client Services Benefits
available based on asset tier

 


All Investors
with total investments up to $250k

 


Personal
with total investments of $250k+

 


Enhanced Personal
with total investments of $1 million+

Access to knowledgeable service specialists checkmark checkmark checkmark
T. Rowe Price Insights checkmark checkmark checkmark
Proprietary investment research and planning resources checkmark checkmark checkmark
Regular product and service updates checkmark checkmark checkmark
Investor Magazine checkmark checkmark checkmark
Convenient digital access to access to Daily Fund Prices, Global Markets Weekly Update, Monthly & Quarterly Market Review, and T. Rowe Price Insights e-Newsletter checkmark checkmark checkmark
Access to experienced client managers who can help with complex financial transactions   checkmark checkmark
Ongoing advice through the Advisory Planning Service   Available Complimentary
Interactive online portfolio summary   checkmark checkmark
Complimentary Morningstar® Premium membership (a $199/year value)   checkmark checkmark
Our most competitive brokerage commissions   checkmark checkmark
Invitations to exclusive programs and events   checkmark checkmark
Waived account service and Brokerage maintenance fees   checkmark checkmark
Complimentary access to The Wall Street Journal OnlineSM (a $444/year value)     checkmark

*Qualifying investments consist of T. Rowe Price mutual funds, brokerage, T. Rowe Price ActivePlus Portfolios, or T. Rowe Price College Savings Plan accounts that are directly owned; trust accounts for which you are a trustee; or UGMA/UTMA, T. Rowe Price College Savings Plan, or Education Savings Accounts for which you are a custodian. Assets held in a 401(k) plan, a Maryland College Investment Plan, or a University of Alaska College Savings Plan account are also eligible if you have a qualifying investment. Assets held in estate or corporate accounts are excluded. Your qualifying investment assets may be recognized with those of other eligible members of your household toward collective qualification for Select Client Services programs. 

The Wall Street Journal® and The Wall Street Journal OnlineSM are trademarks and service marks of Dow Jones. All investments involve risk, including possible loss of principal.

You do not need to qualify on your own

Our Household Recognition program automatically includes all qualifying assets held by you and all eligible members** of your household. That makes it easier for you to enjoy the premium benefits and services of our client benefits program.

The following account types qualify:

 T. Rowe Price mutual funds

 Brokerage accounts

 T Rowe Price ActivePlus Portfolios

 T Rowe Price College Savings Plans

 Small business retirement plans, including SEP IRA, SIMPLE IRA, 403(b), and Keogh

 Trusts

Assets held in a 401(k) plan, Maryland College Investment Plan, or University of Alaska College Savings Plan accounts may be included if an investor also has a qualifying investment in one of the account types listed above. Assets held in estate or corporate accounts are excluded.

**Eligible investors are recognized as part of the same household if they share the same address and have either the same last name or joint tenant relationship.

Private asset management

Investors with $3 million or more in assets can choose to have T. Rowe Price professionals manage their investment portfolio in a discretionary asset management account according to specified objectives.

All investments are subject to risk, including the possible loss of principal.

The T. Rowe Price® ActivePlus Portfolios is a discretionary investment management program provided by T. Rowe Price Advisory Services, Inc., a registered investment adviser under the Investment Advisers Act of 1940. Brokerage services are provided by T. Rowe Price Investment Services, Inc., member FINRA/SIPC. Brokerage accounts are carried by Pershing LLC, a BNY Mellon Company, member NYSE/FINRA/SIPC. T. Rowe Price Advisory Services, Inc., T. Rowe Price Associates, Inc. and T. Rowe Price Investment Services, Inc., are affiliated companies.

Private Asset Management Group services are offered by T. Rowe Price Associates, Inc., a registered investment adviser under the Investment Advisers Act of 1940.