instructions for transferring funds


How do I initiate a transfer of stock or mutual funds?

    There are three ways to initiate a transfer of stock or mutual funds held at your T. Rowe Price account: Submit a Planned Contribution online via thedonor portal Call a representative on our secure line at 800-690-0438 Mail or Fax a Contribution of Mutual Funds or Securities Form to T. Rowe Price Charitable Please Note:

How do I transfer assets held at T Rowe Price?

    A | For assets held at T. Rowe Price There are three ways to initiate a transfer of stock or mutual funds held at your T. Rowe Price account: Submit a Planned Contribution online via thedonor portal

What is an electronic funds transfer?

    Essentially, an electronic funds transfer is a transaction by which funds move from one institution to another or one account to another at the direction of an institution’s customer and through the transmission of electronic instruction messages that cause the institutions to make the required bookkeeping entries and make the funds available.

What is the funds transfer process?

    The funds transfer process generally consists of a series of electronic messages sent between financial institutions directing each to make the debit and credit accounting entries necessary to complete the transaction.
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