T. Rowe Price Avis 

It takes forever to get to a customer service rep. Website is very confusing and not entirely useful. We recently had to change bank accounts for direct deposit for both IRA distributions and a pension. They are handled by separate divisions of the company , necessitating two separate calls (and endless wait time) and two different processes to make the change. When a pension deposit still went to the wrong account after multiple conversations with reps, the last one asked if I had “sent in the form.”. First time anyone ever mentioned it! I really lost it at that point. And the form was not available on the web site - you had to call and ask for it! I think I was dealing with a kid in his first week or so on the job, judging from the loooong holds, but at least he got that right.

Highly recommended. Very satisfied with their service, advice, and online tools.

Wouldn't move my money anywhere else.

I am a long time T. Rowe investor. I have been with them over 10 years and in the past have recommended their services to others. Very recently customer service at T. Rowe has taken a nosedive. My web page has errors and parts of it are not working. You get a message that says please call when you try and contact them via email and when you call you get a message that says get a number and wait in line, eventually we will call you, but they never do. At this point and time T Rowe does not have the security, technology, or personnel to maintain the level of investments they now have. Adding additional resources to your account there would be a mistake. As would be opening a new account. You can't blame all of the world's problems on Covid. Many businesses are thriving. Tax season comes at the same time each year. Maybe you should have been preparing for it months ago? Your customer services are unsatisfactory and I won't be rolling over my $401K there like I had planned to.

This review is in response to T.Rowe Price’s (TRP) concerted efforts to prevent me from getting access to my parents trust after their passing. As an executor and trustee I had full and legal rights to these funds. My estate attorney was “quite frankly ASTOUNDED” by their refusal to share information with me in spite of my status of trustee. The tactics used to inhibit access were as follows: TRP representatives NEVER provide customers with their last name or phone numbers so you can contact them. They only provide the main switchboard number. This totally prevents you from contacting the same person directly for follow-up. They NEVER provide case numbers or confirmations numbers, and refused to let me speak with their supervisors. They repeatedly provided incorrect information when providing directions on how to fill out forms. They made several mistakes on the various account registration causing tax nightmares.
If you find yourself in this situation I recommend you contact the Assistant Attorney General, Maryland Office of the Attorney General, Securities Division.