Stay connected to your investments while on the go. This free, fully optimized app allows you to manage all of your account information in one streamlined view—including workplace retirement, IRAs, brokerage, college savings and small business.
Simply download and log in using your current T. Rowe Price user name and password.
• View account balances
• View asset allocation and balance history charts
• Check the status of pending transactions and view transaction history
• Track investment performance and personalized rate of return
• Research investments
• Perform mutual fund transactions
• Perform workplace retirement* transactions, including changing investments and contribution amounts
*For plans that allow changes
Also now available: You asked and we listened! Building on the success of the Personal® App for iPhone®, we are proud to announce that the T. Rowe Price Personal® App for iPad® is available in the App Store™.
Apple, the Apple logo and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. T. Rowe Price Personal is a U.S. registered trademark of T. Rowe Price Group, Inc.
• Individual Investors can see more detailed fund information
• Eligible Workplace Participants can track and cancel withdrawals
• Modernized balance history and account return charts
• Minor enhancements and bug fixes
Ratings and Reviews
Good overall performance, needs iPad optimization.
The information is great but the iPhone screen is a little small and the iPad keyboard is much faster and more accurate than my thumbs. Need iPad and iPhone optimized either with another app (if its there it’s hard to find) or the same app.
The app provides some features that make it easy to manage and shift contributions and show how those are currently allocated to you investment elections. However, it does not make research of investment options easy, especially if you want to compare side by side with other investment choices. It also does not provide a breakdown for an active 401k of how the money is growing. How much is from your own contributions vs. employer match vs. market change of the investment. Also does not provide MTD view of rate of return on your funds - Always have to wait until the month.
Compare this app to Fidelity and the latter wins on all areas where this is lacking.
Since my company uses this firm to manage 401k for us really don’t have much choice in apps...
Plenty of room for improvement
I have just started using this app and haven’t fully explored all of its features. HOWEVER, from what I have experienced in the app is the need for some updates. It is compatible with iPhone’s Touch ID but like many other people who like to stay current with Apple’s latest products, I am a little disappointed that this app doesn’t allow me to use Face ID but instead try and remember my password like a caveman. So, for starters, an update that allows the app to work with Face ID would be greatly appreciated. Thus far, it is my only complaint with the app.
With Family Sharing set up, up to six family members can use this app.