Investing in promissory notes
Getting started with Millennium Trust Company is simple. The first step is the operational assessment, which involves submitting the investment documents. Once the investment has been accepted, we begin the account opening process.
Step 1: Submit Investing Documents for Operational Assessment
Gather the documents listed below and mail, fax or email them to
oa@mtrustcompany.com. This step takes up to 5 business days once we receive all the necessary documents.
Helpful Hints
►Submit all documents at once for faster processing
►Contact our Client Service team to see if an investment has already been accepted for custody
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Step 2: Open and Fund an Account
If you have an existing account with Millennium Trust and you want to custody the asset in the same account, go to step 3.
- Complete the Account Opening forms by either using the online application or downloading the forms and completing by hand. Both options require that you physically sign the adoption agreement and send in original paperwork.
- Review the forms and mail the signed, original paperwork to Millennium Trust.
- For transfers-in-kind you must submit a copy of your most recent statement from the current custodian reflecting the asset.
Step 3: Submit Investment Direction Documents