Introducing your new Client Portal
Manage your investments with ease, and access key documents in one place—all in a secure, personalized portal designed for you.
Your investment reports in one place
Access your document vault with access to your investment reports in one streamlined experience.
Your dashboard at a glance
Instantly access performance insights, key metrics, and portfolio updates—everything you need, in one secure location.
Portfolio reporting
The Portfolio reporting feature will provide deeper insight into performance—with tools that enhance flexibility and transparency.
Your privacy comes first
We safeguard your online security and privacy with strict controls.
Our network is protected by industry-standard security infrastructures, including firewalls and intrusion-prevention systems.
How to register
Complete the form
Submit your details below to request access.
Your relationship manager will review
Your request will be sent to your relationship manager to review and approve your request.
Access to the client portal
Once approved, you will receive an email with setup instructions.
Please complete the form to request access
In accordance with legislation, we are unable to respond to individual investor queries. Please be aware that if you submit a query as an individual, you will not receive a reply.
Frequently asked questions
Here are some of our Frequently asked questions relating to Client Portal access.
The Digital Solutions team at T Rowe Price have started a multi-year initiative to develop a secure Portal experience. The Client Portal is your digital gateway to manage your relationship with us.
The Client Portal currently offers:
- A homepage dashboard where clients can access the latest performance data for their portfolios, latest reports and key contacts
- A document vault where clients can access two years of Investment Reports
- Interactive Reporting dashboard for Equity Separate Accounts
The Client Portal is available to all active Institutional Clients with a portfolio in our systems.
Please contact your Relationship Manager for assistance
Contact us
If you have any questions regarding the client portal, please get in touch directly with your Relationship Manager. If you are unsure about who this is, you can alternatively get in touch with us using the button below.
202511 - 4977119