About This App
Managing retirement savings can feel overwhelming, with many different accounts and goals to keep track of. This app aims to consolidate your financial picture, providing a clear view of your progress and offering tools to manage your investments effectively.
For those planning for retirement or actively managing their long-term financial wellness, having a central hub for account monitoring and investment actions can simplify complex financial tasks, making it easier to stay on track.
Best For
- Existing T. Rowe Price clients
- Individuals planning for retirement
- Users who want to track multiple investment accounts
- Those who prefer managing investments via mobile
- People seeking to open new retirement accounts
- Workplace retirement plan participants
Key Features
Financial Dashboard
View all your T. Rowe Price accounts, including balances and asset allocation, in one place. It also allows aggregation of external accounts, giving you a holistic view of your financial health.
Investment Management
Buy, sell, or exchange T. Rowe Price mutual funds and ETFs directly from the app. You can also set up recurring contributions to build your savings consistently over time.
Account Management
Open new retirement accounts like IRAs, update personal information, and securely download important documents for tax purposes, streamlining administrative tasks.
Editor's Notes
- The app offers a comprehensive suite of tools for managing T. Rowe Price investments, with a strong emphasis on security and user-friendly navigation.
- While account aggregation is a useful feature, users should be aware that integrating external accounts may require additional steps.
- The platform provides access to personalized educational content, which can be beneficial for users looking to deepen their financial understanding.
User Feedback
Users generally find the app useful for tracking their T. Rowe Price accounts and managing investments. Some mention the account aggregation feature could be smoother.