T. Rowe Price Won't Connect to Mezzi

Last updated: October 30, 2026

Overview

T. Rowe Price accounts currently can't connect through either of our data aggregators, Plaid or Finicity. The problem is between the aggregators and T. Rowe Price, not your login. Until it's fixed, add the account by uploading a T. Rowe Price statement, and update it yourself after contributions or trades.

Status: Known issue with both aggregators, no fix date yet (last updated Oct 30, 2026).

⚠️ What You May See

  • The connection fails after you enter your T. Rowe Price login, through Plaid or Finicity.

  • T. Rowe Price asks for a two-factor code, but the code isn't accepted and the connection doesn't finish.

⚙️ How to Fix It

Retrying the connection won't help right now. Download a recent statement from T. Rowe Price (PDF or CSV) first, then add the account from it.

🧭 How to Add the Account from a Statement (iOS)

  1. Tap Financial Profile, the last tab in the bottom bar, then Accounts → Connect new account.

  2. Tap Brokerage or bank.

  3. Tap Upload brokerage statement and upload the statement.

  4. Review your holdings, then name the account and tap Create Account.

🧭 How to Add the Account from a Statement (web)

  1. Click Financial Profile in the left menu, then Accounts → Connect new account.

  2. Click Brokerage or bank.

  3. Click AI document scan, then Choose file to upload and pick the statement.

  4. Review your holdings and click Continue, then name the account and create it.

Full steps are in how to manually add an account.

💡 Why This Happens

  • Plaid: T. Rowe Price's site isn't accepting two-factor codes when Plaid submits them. Plaid has escalated this to T. Rowe Price.

  • Finicity: T. Rowe Price changed its website, so Finicity is rebuilding its connection. Finicity expects this to take anywhere from a few weeks to several months.

Important Notes

  • Funds you add with a ticker keep updating with market prices, but share counts don't sync. Update them after contributions or trades.

  • When T. Rowe Price connects again, delete the statement version before connecting so the account isn't counted twice.

  • Repeated failed sign-ins can lock your T. Rowe Price login. Avoid retrying the connection several times in a row.

🗨 Still Need Help?

Email help@mezzi.com if the statement upload doesn't pick up your holdings. Include the statement type (PDF or CSV) and which holdings are missing.