Transfers

Tax-advantaged investments intended for use later in life, including individual retirement accounts (IRAs) and plans for small business and certain tax-exempt employers. 

Transfer Existing IRA
Move an existing IRA from another institution.

Transfer Roth IRA
Move an existing Roth IRA from another institution.

Contributions to Roth IRAs are not tax-deductible, investments grow tax-deferred, and qualified withdrawals are tax-free. 

Transfer Rollover IRA
Move an existing Rollover IRA from another institution.

A Traditional IRA created by rolling over pre-tax money from an employer-sponsored plan, like a 401(k) or 403(b).

Transfer SEP-IRA to a Traditional IRA
Move a SEP-IRA from another institution into a Traditional IRA.

A Simplified Employee Pension Plan, used for small-business owners to provide retirement benefits for themselves and their employees.

Rollovers - Rollover IRA
A Traditional IRA created by rolling over pre-tax money from an employer-sponsored plan, like a 401(k) or 403(b).

Rollovers - Roth Rollover IRA (PDF)
A Roth IRA created by rolling over Roth plan contributions in an employer-sponsored plan, like a 401(k) or 403(b).

Choose T. Rowe Price funds developed with your goals in mind and backed by our strategic investing approach.

Transfer Individual Owner
A transfer of assets with one registered owner from another financial institution, so you can invest in mutual funds managed by T. Rowe Price. 

Transfer Joint Owner
Transfer of assets with multiple registered owners from another financial institution, so you can invest in mutual funds managed by T. Rowe Price.

Transfer UGMA/UTMA
Move an UGMA or UTMA account from another institution. An UGMA or UTMA (Uniform Gifts to Minors and Uniform Transfers to Minors Acts) is a custodial account that allows you to give or transfer money to a minor.  The named custodian maintains control over the money until the child reaches the age of majority.

Mutual Fund Transfer (PDF)
Transfer assets from another institution to T. Rowe Price mutual funds.

Trade individual securities, including stocks and exchange traded funds (ETFs), and invest in mutual funds other than ours. Transactional and account maintenance costs associated with a brokerage account may apply.
 

Transfer Brokerage Traditional IRA
Move a Traditional IRA to our brokerage platform, enabling investments in funds other than our own.

Generally, contributions and earnings on Traditional IRAs are taxed as ordinary income once they are withdrawn.

Transfer Brokerage Roth IRA
Move a Roth Rollover IRA to our brokerage platform, enabling investments in funds other than our own.

Transfer Brokerage Rollover IRA
Transfer a Rollover IRA account to our brokerage platform, enabling investments in funds other than our own.

Transfer Brokerage Individual Owner
Move an individually owned account from another institution to our brokerage platform, enabling investments in funds other than our own. 

Transfer Brokerage Joint Owner
Move a jointly-owned account from another institution to our brokerage platform, enabling investments in funds other than our own. 

Transfer Brokerage UGMA/UTMA*
Move an investment account used to hold and transfer gifts to a child under a custodian's name to our brokerage platform, enabling investments in funds other than our own.