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How do I enter a Brokerage trade online?

There are a number of ways to initiate an online Brokerage trade. After you login to your accounts, you will be initially directed to the Accounts & Activity Summary page. From this page you may leverage the Actions drop-down adjacent to the account to select a trading option, (Stock, Mutual Fund or Option). You may also click on the account to access the Account Details page, or the Positions link to view all current holdings in the Brokerage account. From Account Details and Positions, a prominent Trade section with links to Stock, Mutual Fund or Option order entry pages, appears at the top right side of the screen.

Alternatively, after login you may also select Transact & Trade in the top navigation bar to begin the process of entering a brokerage trade. If you have multiple brokerage accounts, you will be prompted to select the appropriate account from the drop-down menu before proceeding to the Stock, Mutual Fund or Option Order entry pages.

For detailed instructions including tutorials and definitions of terms, refer to Help, available via the icon at the top right center of each Brokerage page.

Please note: Employ the Stock order function to enter an order for an Exchange Traded Fund, or ETF.

Can I invest in non T. Rowe Price mutual funds through my Brokerage account?

How do I track trade status or view historical activity in my Brokerage account?

Brokerage account history as of the previous day is available in the Accounts & Activity / Activity section of Account Access. From the Transaction History section of this page, you may select View All Transaction History to retrieve a consolidated history for all of your T. Rowe Price Mutual Fund and Brokerage accounts.

Intra-day brokerage activity is available via Brokerage Order Status and History pages. To access intraday history or account activity, click the desired account number from Accounts & Activity / Summary or Balance Details.

A new navigation bar will appear including a link to both Order Status and History. These functions offer a real-time view of intra-day open and / or pending orders, and transactions that occurred in the Brokerage account. The default view for History is all activity for the previous seven days, which includes transactions posted to the account intraday. You may use search criteria filters to expand or narrow your search and view activity by symbol, time period, or a custom date range. History for the current and prior year is available online, and details of orders already executed the same trading day also appear in Order Status. If you have multiple brokerage accounts, use the select another account drop-down located at the top left of each page to navigate between accounts and view specific information.

For detailed instructions including tutorials and definitions of terms, refer to Help, available via the icon at the top right of each page.

How do I contact someone if I experience a problem or have questions about the online system?

For technical support and / or to contact a T. Rowe Price representative, select the Customer Service link which appears at the top of every page. You may then choose from a variety of options within the Contact Us section to access phone numbers and or begin the process to send a secure e-mail message.

To submit an online address change request via the secure T. Rowe Price Account Access site, select Profile & Preferences in the top navigation bar after login. The Profile Information section includes current Contact Information and a link to Update Contact Information. In addition to your mailing address, you may update other personal information online, including phone number and email address.

Is my T. Rowe Price Brokerage account insured?

T. Rowe Price Brokerage is a member of the Securities Investor Protection Corporation (SIPC), which provides our clients with up to $500,000 worth of protection ($250,000 for cash claims) against failure of the firm.

Additional coverage is provided by Pershing (our clearing broker) through Lloyd’s of London to an overall aggregate level of $1 billion for assets in custody at Pershing and its London affiliate, Pershing Securities Limited, including $1.9 million in cash.

For more information regarding SIPC, including a SIPC brochure, visit www.sipc.org or call 202-371-8300.

SIPC coverage does not protect against losses arising from changes in the market value of investments.

Does T. Rowe Price Brokerage offer Streaming Quotes?