The T. Rowe Price ActivePlus Portfolios® Program

Online investing powered by experts.


T. Rowe Price ActivePlus Portfolios is a convenient way to invest based on your time line and risk tolerance. Key program features include:

  • Our rigorous active investment approach.
  • Access to licensed Client Specialists who can answer your questions.
  • No additional advisory fees. No commissions. You pay the expenses of the underlying T. Rowe Price funds in your account.
  • Annual check-ins and ongoing insights.
  • Minimum investment of $50,000. Currently accepted for Roth, Traditional and Rollover IRAs.
Get your portfolio recommendation in minutes.

Complete a short questionnaire and we’ll recommend a diversified model portfolio designed and managed by our experts.

See the latest performance of our model portfolios.
Why T. Rowe Price ActivePlus Portfolios.
Frequently Asked Questions
It’s Easy to Get Started.

Tell us about yourself.

Provide your investing time horizon and risk tolerance.

Review your portfolio.

See the portfolio allocation we recommend based on your answers.

Put your plan into action.

Once you open and fund your account, you can access your holdings and view trading activity 24/7.

Portfolios Built on Award-winning Funds.

T. Rowe Price funds from 7 categories, in which T. Rowe Price ActivePlus Portfolios invest, made the 2018 Best Mutual Funds list by Investor's Business Daily.1

Benefit From Our Strategic Investing Approach.

Since 1937, strategic investing has guided how we uncover opportunities for your portfolio. We leverage our size, resources, and rigorous proprietary research to go beyond surface-level analysis. It's one way we carefully manage risk while seeking to maximize value for you--now and over the long term.







Get your portfolio recommendation in minutes.

Questions? We're here to help. 


Read Form CRS for important information on our fees and services.

1Investment professionals as of 12/31/2023. Figures include T. Rowe Price Associates, Inc. and its investment advisory affiliates including T. Rowe Price Investment Management, Inc.

2Figures shown are as of 3/31/2024 and are subject to change. Assets Under Management (AUM) includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.

Investments in T. Rowe Price ActivePlus Portfolios® program are subject to the risks associated with investing in mutual funds, which may result in loss of principal. T. Rowe Price does not guarantee the results of our investment management, or that the objectives of the funds or the portfolios will be met.

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. and T. Rowe Price Investment Services, Inc. are affiliated companies.

Questions? Review our T. Rowe Price ActivePlus Portfolios® program FAQs or call 1-800-401-1868 weekdays between 8 a.m. and 8 p.m. ET for assistance.

For details on how we determine recommendations and design and manage portfolios, review our program methodology.

*You may request to restrict up to 3 funds from your portfolio at a time. By restricting a fund(s), you're requesting that we replace that mutual fund with an alternative program fund within the same asset class (for example, U.S. large-cap growth, U.S. investment-grade fixed income, etc.). Keep in mind: Not all mutual funds within a portfolio have an acceptable alternative. In this scenario, we'll contact you to review your options, which may include changing or removing the request or, in some cases, closing your account.