Transfers

Transfer or move existing eligible accounts or their underlying assets to T. Rowe Price.

Retirement

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

Move an existing IRA from another institution.

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. 

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).

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.

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

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

General Investing

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

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

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.

Transfer assets from another institution to T. Rowe Price mutual funds.

College Savings

Rollover a college savings plan account.

Roll over another college savings plan to the T. Rowe Price College Savings Plan which is open to residents of any state.

Roll over another college savings plan to the Maryland College Investment Plan which has state income tax and other benefits for Maryland residents.

Roll over another college savings plan to Alaska 529 which has unique benefits for Alaskan residents.

Brokerage

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

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.

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

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

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

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

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.

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Investment Specialists are available
weekdays from 8 a.m. to 8 p.m. ET.