Your brokerage
experience, simplified
We’ve upgraded your brokerage platform to make managing your account easier and more intuitive. This guide will help you find familiar capabilities on the T. Rowe Price website and mobile app. Check back for updates as we continue improving your experience.
Website
In this video, we'll show you how to place a trade and check order status.
In the top navigation, click Transactions and choose the trading option for your brokerage account you need from the dropdown.
Alternatively, on the Accounts page, find your brokerage account and click the three dots next to it. Choose your trade type from the menu.
Go to the Accounts page, find your brokerage account, and click the three dots. Select Order Status to see recent trades.
Or go to the Activity page and click View Open Orders for the latest information.
Place a Trade:
- In the top navigation, click Transactions and choose the trading option you need from the drop-down menu.
- Alternatively, on the Accounts page, find your brokerage account and click the three dots next to it. Choose your trade type from the menu.
Check Order Status:
In this video, we'll show you how to view updated pricing, view gain/loss information, check tax lot details, view projected cash flow, and view balance details.
On the dashboard or Accounts page, you will automatically view 15-minute delayed pricing for your brokerage account.
Head to the Taxes page and find your unrealized and realized gain/loss details in the Cost Basis table.
On the dashboard, Accounts, or Taxes page, click any holding in your brokerage account. This opens a detailed view with a Tax Lot Details option for more information.
On the Accounts page, click the three dots next to your brokerage account and select Projected Cash Flow.
On the Accounts page, click the three dots next to your brokerage account and select Balance Details.
Updated Pricing:
- On the Dashboard or Accounts page, you will automatically view 15-minute delayed pricing for your brokerage account.
View Gain/Loss Information:
- On the Accounts page, you can view Unrealized Gain/Loss details.
- Unrealized and Realized Gain/Loss details can be found on the Taxes page by viewing the Gain/Loss table.
Check Tax Lot Details:
- On the Dashboard, Accounts, or Taxes page, click any holding in your brokerage account. This opens a detailed view with a Tax Lot Details option for more information.
View Projected Cash Flow:
- On the Accounts page, click the three dots next to your brokerage account and select Projected Cash Flow.
View Balance Details:
- On the Accounts page, click the three dots next to your brokerage account and select Balance Details.
In this video, we'll show you how to set dividend and capital gain method, set cost basis method, and manage brokerage notifications.
Click the Profile icon in the top navigation, then select Dividends & Capital Gains in the flyout menu.
Click the Profile icon in the top navigation and choose Cost Basis Method from the flyout menu.
Click the Profile icon in the top navigation and select Alerts & Notifications from the menu.
Set Dividend & Capital Gain Method:
- Click the Profile Icon in the top navigation, then select Dividends & Capital Gains in the flyout menu.
Set Cost Basis Method:
- Click the Profile Icon in the top navigation, and choose Cost Basis Method from the flyout menu.
Manage Brokerage Notifications:
- Click the Profile Icon in the top navigation, and select Alerts & Notifications from the menu.
In this video, we'll show you where to locate research about stocks, ETFs, mutual funds, and fixed income research.
In the top navigation bar, click Research, then select Quotes & News.
In the top navigation bar, click Research, then choose Fixed Income Research.
Stocks, ETFs, Mutual Funds:
- In the top navigation bar, click Research, then select Quotes & News.
Fixed Income Research:
- In the top navigation bar, click Research, then choose Fixed Income Research.
Watchlist:
- In the top navigation bar, click Research, then choose Watchlist.
Recent updates
August 2025
Enhanced account visibility and real-time transaction tracking
July 2025
Upgraded Watchlist capabilities and online account transfers
Mobile App
In this video, we'll show you how to place a trade, check order status and transaction history.
For iOS, in the Transactions menu, choose Trade under Brokerage.
For Android, in the menu, select Transactions, and choose Trade under Brokerage.
For iOS and Android, go to the Activity menu. Brokerage order status is displayed, and transaction history is right below it.
Trading
Place a Trade:
- iOS:
In the Transactions menu, choose Trade under Brokerage. - Android:
In the Menu, select Transactions, and choose Trade under Brokerage.
Check Order Status and Transaction History:
- iOS & Android:
Go to the Activity menu, where Brokerage Order Status is displayed, and Transaction History is right below it.
In this video, we'll show you how to view updated pricing, view gain/loss information, and view projected cash flow.
A balanced details view is coming soon for iOS and Android.
For iOS and Android, you'll automatically view 15-minute delayed pricing for your brokerage account.
For iOS and Android, view your brokerage account details by selecting your Investment account, then scrolling to your Brokerage account. Gain/loss information can be found under Account Information.
For iOS, in your brokerage account details, select a holding, and then click View More Details. This opens a detailed view with a Tax Lot Details option for information.
For Android, in your brokerage account details, select a holding, click View Fund Details, and then View More Details. This opens a detailed view with a Tax Lot Details option for information.
For iOS and Android, in your brokerage account details, scroll to the bottom and click Projected Cash Flow.
Updated Pricing:
- iOS & Android:
Automatically view 15-minute delayed pricing for your brokerage account.
View Gain/Loss Information:
- iOS & Android:
In your brokerage account details, scroll down and click Gain/Loss. - Check Tax Lot Details:
iOS:
In your brokerage account details, select a holding and then click View More Details. This opens a detailed view with a Tax Lot Details option for information. - Android:
In your brokerage account details, select a holding, click View Fund Details, and then View More Details. This opens a detailed view with a Tax Lot Details option for information.
View Projected Cash Flow:
- iOS & Android:
In your brokerage account details, scroll to the bottom and click Projected Cash Flow.
View Balance Details:
- iOS & Android:
Coming soon — In your brokerage account details, scroll to the bottom and click Balance Details.
In this video, we'll show you how to set dividend and capital gain method, set cost basis method, and manage brokerage notifications.
For iOS, select the More menu, click Profile, select Cost Basis Method, Dividends & Capital Gains, or Alerts & Notifications.
For Android, select the menu, click Profile, select Cost Basis Method, Dividends & Capital Gains, or Alerts & Notifications.
Set Dividend & Capital Gain Method, Cost Basis Method, and Brokerage Notifications:
- iOS:
In the More menu, click Profile, and select Cost Basis Method, Dividends & Capital Gains, or Alerts & Notifications. - Android:
In the Menu, click Profile, and select Cost Basis Method, Dividend & Capital Gains, or Alerts & Notifications.
In this video, we'll show you where to locate research about stocks, ETFs, and mutual funds.
Note that fixed income research is not available on the mobile app.
For iOS, go to the Research menu and click Quotes & News.
For Android, in the menu, click Research and select Quotes & News.
Stocks, ETFs, Mutual Funds:
- iOS:
Go to the Research menu, and click Quotes & News. - Android:
In the Menu, click Research and select Quotes & News.
Watchlist:
- iOS:
Go to the Research menu and click Watchlist. - Android:
In the Menu, click Research and select Watchlist.
Fixed Income Research: (Not available on Mobile App)
Questions?
Speak with one of our brokerage representatives for guidance on your upgraded experience.
Weekdays: 8 a.m. - 6 p.m. ET
Recent updates
Enhanced account visibility and real-time transaction tracking
You can now track same-day transactions including dividend payouts (web only). We’ve also made it easier to view your numbers with greater precision. On the Accounts page, you’ll see share prices and your unrealized gains and losses displayed with up to four decimal places. Likewise, the Activity page will display the Transaction History table with four decimal points (when available).
Upgraded Watchlist capabilities and online account transfers
Your Watchlist just got more powerful—you can now track mutual funds, ETFs, and stocks all in one convenient location, making it easier to follow the investments that matter most to you. We've also streamlined the process of moving your in-kind investments to T. Rowe Price by enabling online asset transfers from other firms with no paperwork or hassle, so you can consolidate your accounts more easily than ever.
Improved transaction filtering and enhanced account exports
We've made it easier to find and use your account information with several targeted improvements. You can now filter your transaction history to show just the current year's activity, making it easier to review recent transactions. There’s also a quick link to detailed gain/loss information directly from your Accounts page, so you can access deeper performance insights with just one click.
You can also get holdings details included automatically when exporting account data to a .CSV file.
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