Household Recognition

Household Recognition makes it easier for you and other eligible members* of your household to qualify for premium services based on the value of combined assets held at T. Rowe Price. Clients who share the same address and either a common last name or a jointly-owned account have a greater opportunity to qualify for Select Client Services programs that are available to investors with substantial assets at T. Rowe Price.

Do you have additional questions about this program? These frequently asked questions may provide the help you need.

*To be eligible for the program, each person must directly own a qualifying investment—a T. Rowe Price mutual fund, T. Rowe Price Brokerage account, T. Rowe Price® ActivePlus Portfolios, or T. Rowe Price College Savings Plan account—or must be a trustee for a trust account or a custodian of a UGMA/UTMA, T. Rowe Price College Savings Plan, or Education Savings Account. Assets held in a 401(k) plan, a Maryland College Investment Plan, or a University of Alaska College Savings Plan account are also eligible for Household Recognition if you have a qualifying investment. Assets held in estate or corporate account are excluded. The Household Recognition program is subject to change without notice.

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