T. Rowe Price Personal® for iPhone®

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  • Last update: 2 years ago
  • Version: 3.5
  • Size: 32.3 MB
  • Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.
  • Author: T. Rowe Price
  • Content rating: Rated 4+
  • Languages: English
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T. Rowe Price Personal® for iPhone® Review

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T. Rowe Price Personal® for iPhone® Review

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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.


Rating Distribution


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4 Comments


  • W
    Whimsical-wonder
    iTunes
    I’d love to be able to get a better Snapshot of all the other kinds of accounts that T-Rowe Price has available, over and above just my company 401K account. Perhaps a separate area, where one could set up an additional log-in, so view other accounts one could establish for retirement, liquid savings, and any and all investment, savings products T-Rowe provides. Makes it much easier, simple, and quicker, than having to switch back and forth between programs, apps, on-line log-ins, etc. You might already posses this capability, and I just haven’t found it yet. I’m looking to set up investment accounts, or trusts for my grandkids, as well as my children. It’s not a lot of money, but will grow over time with deposits, and I’d like the comfort of knowing we’re all protected, should anything happen to us. If there is an estate planning section, or if you have reps that work in this field, it would be helpful to be able to find this info. quickly via the app already on my phone. Hope this helps you in any way to add value to the T-Rowe Price app. I tell everyone they should set up accounts with T-Rowe Price, as you’ve been solid as a rock, and remained very stable, even while other banks and investment firms didn’t fair so well during our last bad recession. I’ve always liked doing business with T-Rowe Price, and I think Costco made the best decision possible when they chose T-Rowe Price as the companies employee 401K provider. Thank you for asking what we think, and want. Most Sincerely, Marjorie Hill
  • D
    Desinova
    iTunes
    Certain retirement accounts are not aggregated for return calculations because T. Rowe has separate systems for small companies and big companies, so you can't get a holistic picture in charts, asset allocation, and most importantly returns. The charts are nice but cannot turn charts into landscape view for long term trend, charts don't consolidate all the investments, charts don't show all time frame. Also, can't see total gains/losses on investment balances. Returns do not take into account fees.
  • P3
    Pnut 39
    iTunes
    Everything is going great with this amazing application.All of the numbers are here in one page.At any time I need to see how my investments are doing.Just log in and there are all my ups or down. It tells me how my investments are doing and it also gives some predictions for the future. If u don't have this app yet .Then u are missing out of having a better look .when it come to your money.
  • F
    Fill
    3 years ago
    For sure,that's a good app, I didn't notice obvious bugs. It's better than similar apps.Nice.For sure,that's a good app, I didn't notice obvious bugs. It's better than similar apps.Nice.a good appno
    0
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