Update to Service Terms

In a previous visit to a T. Rowe Price website, you consented to terms and conditions for services, which are provided by Envestnet | Yodlee (“Yodlee”). The services allow you to link financial accounts you hold outside of T. Rowe Price so you can see them together with your T. Rowe Price accounts and in retirement/financial goal projections (as available). The services also allow you to use Yodlee budgeting and financial management tools made available on this website. The terms and conditions have changed and are provided in a link below.

  • Yodlee obtains data (such as balances and transactions) for the accounts you link each time you log in to T. Rowe Price so that your data can be made available to you. Yodlee also obtains data from you if you use other Yodlee tools.
  • Yodlee and T. Rowe Price have the right to use your data to provide and improve the services. T. Rowe Price also has the right to use your data to provide, develop, or improve other products or services for you and for internal purposes, including analytics.
  • Yodlee and T. Rowe Price* also have the right to de-identify your data, take steps to ensure it cannot be reasonably linked back to you, and then use or disclose the de-identified data.

*In cases when T. Rowe Price is making the Yodlee services available to you as part of an employer-sponsored retirement plan in which you participate, T. Rowe Price will handle your data in accordance with its responsibilities to the plan sponsor.

Please read the Service Terms carefully as they include these and other terms and conditions for the services, including potential risks associated with using the service. By clicking “I Agree” below, you are electing to continue to use the services and be bound by the Service Terms. If you do not wish to agree to the new Service Terms, click “Discontinue Services” below and your external account data will no longer be available on our websites. Yodlee will not use the data and will delete it according to their deletion schedules.