Discover T. Rowe Price® ActivePlus Portfolios.

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.

 

Save time while keeping more of your money.

Start by answering 6 short questions. Get an expertly designed and managed portfolio—at no additional costs beyond the expenses of the underlying funds in your portfolio.

 

Put our expertise to work for you.

Our investment professionals actively monitor markets, allocate assets, rebalance as needed, and explore long-term investment opportunities—so you don’t have to.

 

Get support when you need it.

Licensed client specialists are your go-tos for questions about your portfolio and the program. Call us at 1-800-401-1868. We’re here to help.

 

See the latest performance.

Compare our model portfolios against their custom benchmarks is now available.

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.

400+

INVESTMENT PROFESSIONALS
TRAVEL THE WORLD TO UNCOVER
INVESTMENT OPPORTUNITIES

22

YEARS OF AVERAGE EXPERIENCE
AMONG OUR SKILLED
PORTFOLIO MANAGERS

25+

YEARS OF ASSET ALLOCATION
INNOVATION

Get your portfolio recommendation in minutes.

Questions? We're here to help. 

1-800-401-1868

More account options

To help you reach your financial goals, T. Rowe Price offers a broad range of investment products and services.

Investments in T. Rowe Price ActivePlus Portfolios 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 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 FAQs or call 1-800-401-1868 weekdays between 8 a.m. and 8 p.m. ET for assistance.

*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.

1ABOUT THE IBD BEST MUTUAL FUNDS AWARDS
Funds named to the list are selected because they have beaten the broad market over the past one, three, five and 10 years. Award winners were named across 12 categories: U.S. Diversified Equity Funds, Growth Funds, Blend Funds, Value Funds, Large-cap Funds, Mid-cap Funds, Small-cap Funds, Sector Funds, International Stock Funds, Taxable Bond Funds, Muni Funds, and International Bond Funds. The complete list of winners can be found here: http://www.investors.com/mutualfundawards. To find out more about this year’s winners, read analysis of the respective categories, and learn about how to invest in mutual funds, please visit http://www.investors.com/mutualfundawards.
All funds are subject to market risk, including the possible loss of principal. Past performance is not a guarantee of future results.
All the funds considered for these lists have at least $100 million in assets and 10 years of operation. The oldest share class is used for each fund. Only eligible investors may purchase Institutional shares. See a prospectus for eligibility requirements and other available share classes.
The benchmarks used for each category are as follows: US equity funds- S&P 500 Index, international stock funds- MSCI EAFE Index, US taxable bond funds- Bloomberg Barclays U.S. Aggregate Bond Index, international bond funds- Bloomberg Barclays Global Aggregate Bond Index, and municipal bond funds- Bloomberg Barclays Municipal Bond Index.