T. Rowe Price Personal®

I have just started using this app and haven’t fully explored all of its features. HOWEVER, from what I have experienced in the app is the need for some updates. It is compatible with iPhone’s Touch ID but like many other people who like to stay current with Apple’s latest products, I am a little disappointed that this app doesn’t allow me to use Face ID but instead try and remember my password like a caveman. So, for starters, an update that allows the app to work with Face ID would be greatly appreciated. Thus far, it is my only complaint with the app.

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The app provides some features that make it easy to manage and shift contributions and show how those are currently allocated to you investment elections. However, it does not make research of investment options easy, especially if you want to compare side by side with other investment choices. It also does not provide a breakdown for an active 401k of how the money is growing. How much is from your own contributions vs. employer match vs. market change of the investment. Also does not provide MTD view of rate of return on your funds - Always have to wait until the month. Compare this app to Fidelity and the latter wins on all areas where this is lacking. Since my company uses this firm to manage 401k for us really don’t have much choice in apps...

From a high level perspective, pretty good app. Lacks, however basics like showing gains / losses by percent or dollar for a single fund or across all funds collectively. Access to research is good. Would be nice to be able to get quotes. One bug recently introduced needs to be fixed and that’s having to answer a security question at every login because the option to REGISTER the device isn’t working on my iPhone.

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This used to be a good app. It isn’t anymore. The updates have taken away the bar graph that would tell you your year to date percentage for your portfolio, as well as 1 year, and since inception. This needs to be put back in. You can still see them for each individual item in the portfolio. They also took away the update button which would give you your current return. WE NEED TO KNOW THIS!!!! Fix the app to the way it was viewed a year ago. Stop taking things away!

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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.