Screenshots

Description

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.

Features:

• 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.

What’s New

Version 5.8

Minor enhancements and bug fixes.

Ratings and Reviews

4.6 out of 5
22.6K Ratings

22.6K Ratings

0U8124US ,

Performance Numbers Reported Later

Compared with Fidelity, T. Rowe only updates the NAV and account values around 6-7 pm Eastern Time. Fidelity typically updates about 30-45 mins after market close. Morningstar and Marketwatch is often updated at least an hour before T. Rowe Price’s website and mobile app. Not sure how Fidelity has the ability to report / update 2 hours before T. Rowe. Many times, Capital Appreciation funds updates way late. Not sure why. Many someone has to count using an abacus.

BBrooke308 ,

UX/UI Leaves a Lot to Be Desired

I’m new to T Rowe Price. After changing employers, this is where my new workplace retirement savings is managed. I love the funds available to me and customer support is great but both the web and app user experience are really limiting. First, any activity in your account (contributions, fees, dividends, etc.) all appear in one long stream-of-consciousness feed with no clear indicator of a + or - to your total balance. In some cases it’s not clear if something lost or gained you money, which is pretty darn important if you’re trying to manage your investments. Second, the trajectory graphs are really misleading in that when you make a regular contribution, they’ll spike and depict what appears to be a really good day in the markets, but this is really just your regular contribution posted to your accounts. It’d be more helpful if these charts indicated market performance, rather than market performance + money I’m adding to my account. +110% is not accurate if my deposit accounted for +200% and markets were actually down so the day was a net loss. Third, it’d be helpful to have more in app reporting - or at minimum- some filters that allow end users to breakdown specific activities by timeframe. Lastly, I’d love an option to quickly reference the prospectuses of the funds in which I’m investing. Right now it takes a few clicks to get there, but quick, easy access would be fantastic!

Mrmjhall ,

It’s okay

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...

App Privacy

The developer, T. Rowe Price, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Browsing History
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

More By This Developer

You Might Also Like