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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 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.

iOS Store Category:

Primary: Finance

Secondary: Business

App Store

Privacy Policy

Total Ratings

23K
5
18K
4
3.8K
3
890
2
290
1
520

Screenshots

T. Rowe Price Personal® screenshot 1T. Rowe Price Personal® screenshot 2T. Rowe Price Personal® screenshot 3T. Rowe Price Personal® screenshot 4T. Rowe Price Personal® screenshot 5T. Rowe Price Personal® screenshot 6

Version History

Launched Jun 19, 2012 (over 8 years ago).

Releasing new versions every about 2 months, on average.

Jan 11
2021
(Current)
Version 5.1.3

Minor enhancements and bug fixes

Jan 06
2021
Version 5.1.2

Minor enhancements and bug fixes

Dec 16
2020
Version 5.1.1

Minor enhancements and bug fixes

Dec 14
2020
Version 5.1

Minor enhancements and bug fixes

Oct 29
2020
Version 5.0

Minor enhancements and bug fixes

Sep 09
2020
Version 4.10

Minor enhancements and bug fixes

Aug 24
2020
Version 4.9

Minor enhancements and bug fixes

Jul 15
2020
Version 4.8.1

Minor enhancements and bug fixes

Jul 08
2020
Version 4.8

Minor enhancements and bug fixes

May 26
2020
Version 4.7.1

Minor enhancements and bug fixes

Apr 30
2020
Version 4.7

Minor enhancements and bug fixes

Apr 20
2020
Version 4.6

Minor enhancements and bug fixes

Feb 20
2020
Version 4.5

Minor enhancements and bug fixes

Feb 04
2020
Version 4.4

Minor enhancements and bug fixes

Jan 09
2020
Version 4.3.1

Minor enhancements and bug fixes

Dec 02
2019
Version 4.3

- 3D Touch and Widget support
- Redesigned Activity
- Bug Fixes

Oct 17
2019
Version 4.2.1

Minor enhancements and bug fixes

Sep 27
2019
Version 4.2

Minor enhancements and bug fixes

Aug 07
2019
Version 4.1

• Individual Investors can see more detailed fund information
• Eligible Workplace Participants can track and cancel withdrawals
• Modernized balance history and account return charts
• Minor enhancements and bug fixes

May 28
2019
Version 4.0.0

•Redesigned Portfolio experience
•Workplace Participants can take a withdrawal from their plan
•Face ID and Touch ID logout bug fix
•Minor enhancements and bug fixes

Apr 12
2019
Version 3.22.1

Minor enhancements and bug fixes

Mar 25
2019
Version 3.22

• Updated navigation
• Minor enhancements and bug fixes

Feb 01
2019
Version 3.21

Minor enhancements and bug fixes

Dec 04
2018
Version 3.20

- Redesigned research experience
- Minor enhancements and bug fixes

Oct 17
2018
Version 3.19

Minor enhancements and bug fixes

Sep 28
2018
Version 3.18

Minor enhancements and bug fixes

Sep 13
2018
Version 3.17

Minor enhancements and bug fixes

Sep 10
2018
Version 3.16

Minor enhancements and bug fixes

Jun 22
2018
Version 3.15

•Receive a push notification when logged out due to inactivity
•Individual Investors can view account performance and cost basis information
•Workplace Retirement Participants can view vested balance and cost basis information

Apr 12
2018
Version 3.14

Minor enhancements and bug fixes.

Feb 28
2018
Version 3.13

• Individual Investors can open a new account
• Minor enhancements and bug fixes

Feb 05
2018
Version 3.12

• View your statements and documents
• Enroll in your retirement plan when eligible
• Register for online access from the log in screen

Dec 13
2017
Version 3.11.1

Bug fixes

Sep 21
2017
Version 3.9

Minor enhancements and bug fixes.

Jun 16
2017
Version 3.8

- Minor enhancements

May 31
2017
Version 3.7

- Minor enhancements
- Bug Fixes

Apr 17
2017
Version 3.6

Minor bug fixes

Mar 20
2017
Version 3.5

· Increased account history from 90 days to 3 years
· Can now filter by transaction type when reviewing account history
· Enhanced the balance history graph experience
· Bug fixes

Feb 02
2017
Version 3.4

• Made a few enhancements to help improve the transaction experience for our Workplace Retirement participants

• Fixed a few bugs

Nov 28
2016
Version 3.3

Filter transaction history by account and date range

Oct 12
2016
Version 3.2

- Enhanced charting and balance history.
- Easy access to brokerage trading.
- Other minor enhancements and bug fixes.

Aug 30
2016
Version 3.1

Fixed issues with TouchID - for best results, disable and re-enable TouchID.

Aug 26
2016
Version 3.0

You can now use Touch ID® as a quick, easy, and more convenient way to access your accounts! Available on iOS 9.0 and above.

Jul 27
2016
Version 2.18

• Simpler and more streamlined Login process
• Enhanced transaction messaging
• Bug fixes

Jun 22
2016
Version 2.17

Updated transactions for certain workplace retirement plans

May 17
2016
Version 2.16

Bug fixes.

Mar 28
2016
Version 2.15

Performance improvements, bug fixes

Jan 20
2016
Version 2.14

Bug fixes and performance enhancements

Dec 17
2015
Version 2.13

• Workplace clients can now cancel investment transactions from the Activity screen
• Added investment detail links within the transaction flows
• Bug fixes, design enhancements, and performance improvements

Nov 25
2015
Version 2.12

• Added 3 Month and 10 Year Rate of Return information for Personal Investors
• Enhanced messaging to help Personal Investors make informed decisions when buying additional shares
• Bug fixes and performance improvements

Sep 15
2015
Version 2.11

• Bug fixes and performance improvements

May 30
2015
Version 2.10

Personal Investors can now view personal rate of return at the account and individual investment levels

Jan 05
2015
Version 2.9

April 5th: 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 now available in the App Store™.

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

Oct 31
2014
Version 2.8

Improved compatibility for iOS 8.1

Sep 27
2014
Version 2.7

- Fixed an iOS8 bug causing the app to crash; full iOS8 compatibility coming soon.
- We've removed Bank Transfer to help simplify the process of moving money to and from your bank accounts. Instead, use the Buy and Sell transactions and simply select any mutual fund or bank account on file.

Aug 04
2014
Version 2.6

Minor enhancements and bug fixes

Jun 05
2014
Version 2.5

Fixed mutual fund research and crash issues for accounts with no balances or history

May 06
2014
Version 2.4

Redesigned with iOS 7 graphics, colors and styling

Feb 10
2014
Version 2.3

Bug fixes

Jan 30
2014
Version 2.2

Bug Fix

Jan 23
2014
Version 2.1

Bug fixes: Addresses an issue causing the app to crash for some investors.

Dec 28
2013
Version 2.0

Now supporting transactions in workplace retirement accounts*. Change your investments and your contribution amounts.

*For plans that allow changes

Jun 21
2013
Version 1.4

- Daily change in balance calculation for Workplace Retirement Accounts
- Minor UI enhancements
- Minor Bug fixes

Nov 20
2012
Version 1.3

T. Rowe Price Personal has been updated to take advantage of the iPhone 5's larger screen.
Now iPhone5 and iOS 6 compatible.

Oct 11
2012
Version 1.2

Compatible with iOS6

Account Activity Updates: Investment names and history up to 90 days

Login and User Experience Enhancements

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