Tiered client benefits based on asset level
Investors at any level enjoy access to a range of complimentary benefits.
Available resources include access to knowledgeable service specialists and proprietary investment content.
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
|Access to knowledgeable service specialists|
|T. Rowe Price Insights|
|Proprietary investment research and planning resources|
|Regular product and service updates|
|Convenient digital access to access to Daily Fund Prices, Global Markets Weekly Update, Monthly & Quarterly Market Review, and T. Rowe Price Insights e-Newsletter|
|Access to experienced client managers who can help with complex financial transactions|
|Complimentary Morningstar® Premium membership|
|Invitations to exclusive programs and events|
|Waived account service and Brokerage maintenance fees|
|Complimentary access to The Wall Street Journal OnlineSM|
*Qualifying investments consist of T. Rowe Price mutual funds, Brokerage, the T. Rowe Price ActivePlus Portfolios® program, T. Rowe Price College Savings Plan, Maryland College Investment Plan, Alaska 529, or small business retirement plan (including SEP IRA, SIMPLE IRA, 403(b), and Keogh) accounts that are directly owned; trust accounts for which you are a trustee; or UGMA/UTMA, T. Rowe Price College Savings Plan, Maryland College Investment Plan, Alaska 529, or Education Savings Accounts for which you are a custodian. 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. If your assets fall below the minimum threshold needed to qualify for your current Select Client Services program, you may be notified that you will be reassigned into a lower program or removed from the 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
- The T. Rowe Price ActivePlus Portfolios® program
- T. Rowe Price College Savings Plans
- Maryland College Investment Plan
- Alaska 529
- Small business retirement plans, including SEP IRA, SIMPLE IRA, 403(b), and Keogh
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 $5 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® program 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.