T. Rowe Price Personal‪®‬ 4+

Name: T. Rowe Price Personal®
Rating: 4.6 (22733 reviews)
Author: T. Rowe Price

T. Rowe Price

- 4,6 • Оценок: 22,7 тыс.

- Бесплатно

Описание

Take command of your retirement with the T. Rowe Price Personal® mobile app, utilizing the latest in security technology to help protect you and your account information.

TRACK FINANCIAL GOALS
•View account: activity, balances, asset allocation & personal rates of return.
•Monitor accounts inside & outside of T. Rowe Price via account aggregation.
•Watch personalized videos outlining progress towards retirement & financial wellness topics.*
•Communicate with T. Rowe Price via secure messages, personal investment advisors & customer service.

INVEST WITH CONFIDENCE®
•Buy, Sell, and Exchange T. Rowe Price Mutual Funds & ETFs.
•Setup recurring contributions in T. Rowe Price Mutual Funds & 529 Plan accounts.
•Update retirement contributions & manage investments in the Workplace Retirement Plan.*
•Read investing insights from T. Rowe Price investment professionals.

MANAGE ACCOUNTS
•Open accounts such as: IRAs, T. Rowe Price Retirement Advisory Service™ & 529 Plans.
•Enroll in the workplace retirement plan.*
•Update: usernames, passwords, mailing addresses & paperless settings.
•Download statements & documents for annual tax planning.

*For workplace retirement plans that are enabled & have a relationship with T. Rowe Price.

Apple, the Apple logo and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. Apple Pay, Touch ID, Face ID and Apple Watch are trademarks of Apple Inc. App Store is a service mark of Apple Inc.

T. ROWE PRICE, INVEST WITH CONFIDENCE, T. Rowe Price Personal and the Bighorn Sheep design are, collectively and/or apart, trademarks of T. Rowe Price Group, Inc. All rights reserved.

The T. Rowe Price Retirement Advisory Service™ is a nondiscretionary financial planning service and a discretionary managed account program provided by T. Rowe Price Advisory Services, Inc., a registered investment adviser, under the Investment Advisers Act of 1940. Brokerage accounts for the Retirement Advisory Service are provided by T. Rowe Price Investment Services, Inc., member FINRA/SIPC, and are carried by Pershing LLC, a BNY Mellon company, member NYSE/FINRA/SIPC, which acts as a clearing broker for T. Rowe Price Investment Services, Inc., T. Rowe Price Advisory Services, Inc. and T. Rowe Price Investment Services, Inc. are affiliated companies.

2516707

28 июн. 2024 г.

Версия 7.8

T. Rowe Price provides regular app updates in order to continuously bring new features and enhance your experience.
• Bug fixes
• User experience enhancements

4,6 из 5

Оценок: 22,7 тыс.

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.

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...

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.

Разработчик T. Rowe Price указал, что в соответствии с политикой конфиденциальности приложения данные могут обрабатываться так, как описано ниже. Подробные сведения доступны в политике конфиденциальности разработчика.