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T. Rowe Price Personal

By T. Rowe Price

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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 all account balances
•Perform mutual fund transactions
•Make changes to your workplace retirement account*
•Check the status of pending transactions and view transaction history
•View account asset allocation and performance information and charts
•Conduct fund research

*For plans that allow changes

What's New in Version 2.9

Feb 24th: Fixed a bug causing account balances to appear incorrectly for a small group of workplace retirement account holders.

Bug fixes, along with enhanced functionality and reporting of performance to better monitor and improve your experience.

iPhone Screenshot

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Customer Reviews

Great for daily check, still room for improvement

As other reviewers have stated, this app is great to view once a day to see how your portfolio is faring. I do appreciate the graphs that are available, along with how intuitive the software feels.

That being said, the security for the app feels like it was awkwardly ported from the website and the app does have limitations, where you are then advised to move to the website for more options. Hopefully these options are added to increase mobile app functionality in future updates.

Simplicity of functionality

The mobile app provides a great level of inside into the account as well as access to stock information. Never had any problems using the app as the updates increasingly added just the right level of new features. Powerful enough that I only use the full website when there is the need to perform the other 10%.

Very helpful but could use enhanced capability

Great app for quick review and update of fund performance. An item for improvement would be the capability to view performance over selected periods through visual trend lines or graphical representation. When I want to do that I have to log onto the website. Would be beneficial to have that capability with the app. Otherwise I think it is very helpful and intuitive for any user.

T. Rowe Price Personal
View In iTunes
  • Free
  • Category: Finance
  • Updated:
  • Version: 2.9
  • Size: 18.9 MB
  • Language: English
  • Seller:

Compatibility: Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5.

Customer Ratings

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