T. Rowe Price Account Type

• Rowe Price offers a variety of brokerage accounts tailored to meet different investor needs. The main types of accounts include:

• 　　Taxable Brokerage Account: This account allows you to invest without contribution limits and offers flexibility in withdrawals. You can buy and sell a wide range of investments, including stocks, bonds, and ETFs. However, it does not provide the tax advantages that retirement accounts do.

• 　　Traditional IRA: A retirement account that allows for tax-deductible contributions, with taxes paid upon withdrawal during retirement.

• 　　Roth IRA: Contributions are made with after-tax dollars, allowing for tax-free growth and tax-free withdrawals in retirement.

• 　　Rollover IRA: This account is designed for individuals who want to transfer funds from a qualified retirement plan into an IRA without incurring taxes.

• 　　Joint Tenant Accounts: These accounts can be opened by two or more individuals and are ideal for shared investment purposes.

  　　

　　

T. Rowe Price Broker Account Opening Process

　　Opening a brokerage account with T. Rowe Price is a straightforward process that can be completed in a few steps:

• 　　Choose an Account Type: Decide which type of account best suits your investment goals (e.g., Taxable Brokerage Account, IRA, etc.).

• 　　Complete the Application: You can open an account online in about 10 minutes. You will need to provide personal information, including your name, address, Social Security number, and employment details.

• 　　Fund Your Account: There is a low minimum initial investment requirement of $2,500 for a taxable brokerage account or $1,000 for an IRA. You can fund your account through electronic transfer, check, or wire transfer.

• 　　Start Trading: Once your account is funded, you can log in to the T. Rowe Price website or mobile app to begin trading stocks, ETFs, options, or mutual funds.

• 　　Manage Your Account: Use the online dashboard to monitor your investments, move funds between accounts, and access research tools.

　　For more detailed information, visit T. Rowe Price Brokerage.