The T. Rowe Debit Card
T. Rowe Price
Introducing a new way to incorporate T. Rowe Price into your everyday life. Sync your taxable account to a debit card for easy access to 529 Savings, RMD funds, or general savings. Take advantage of the benefits of a mutual fund at T. Rowe Price while accessing funds easily.
The Blue Card – Core Clients
An easy way to access your 529, Trust or designated core account.
529 recipients:
• Annual spending cap
• Ability to use college savings directly through your T. Rowe Price debit card
• Eliminates need to send a check to a college or person
• Text notifications of balance, nearing cap warning
Trust accounts:
• Designate an account for automatic withdrawals each month
• Set a monthly or annual spending cap
• Build trust between T. Rowe Price, the owner, and beneficiary
Core clients:
• Designate an account for automatic withdrawals each month
• Have a set amount to spend
• You may also set up a recurring deposit plan OR establish a money market fund to associate with the card
The Platinum Card – Enhanced Personal Services
A convenient way for Enhanced Personal Services clients to use a designated fund as a savings & debit account.
• Complements the current check-writing offering
• Ability to specify an account
• Set up a recurring deposit plan OR establish a money market fund to associate with the card
• Money will be accessible via your EPS Debit Card
The Gold Card – Individual Investors over the age of 72
An easy way to fulfill your monthly Required Minimum Distribution for those over the age of 72 years old to avoid hefty tax penalties
• Get a text each month or quarterly to notify you how much you need to withdraw to meet your annual RMD
• Get a text when you are close to fulfilling your RMD
• Easily pay bills, treat your friends or pay for a vacation with the new T. Rowe Price RMD Debit Card