• Alternative Asset Custody Solutions
  • Millennium Advantage
  • Alternative Investments
  • Committed to Quality
  • For Advisors
• Automatic Rollover Programs
  • Millennium Advantage
  • The Rollover Process
  • Missing Participants
  • Safe Harbor
  • Terminated Plans
  • Who We Work With
  • Other Custody Solutions
• Employer-Sponsored IRAs
• Health Savings Accounts
  • Millennium Advantage
  • Features of HSA Manager
  • For Investment Professionals
  • Investment Options
  • Funding Options
  • HSA Guidelines
  • For Advisors
• Private Fund Custody Services
  • Millennium Advantage
  • Service Model
  • Committed to Quality
• Advisor Services
  • Millennium Advantage
  • Exceptional Support
  • Committed to Quality
  • Partnering with MTC

INNOVATIVE SERVICES BACKED BY EXCEPTIONAL SUPPORT

For Advisors

• Millennium Trust works with Investment Advisors towards your success by delivering experienced, personalized and personable service.
• A primary and deputy account administrator both work with each Advisory firm and understand the firm’s specific requirements, business needs and expectations.
• Our staff will facilitate client custody agreements, establish client accounts and create trading accounts at mutual fund companies or brokerage firms.
• We oversee systematic contributions and distributions for clients and provide them with 24/7 Internet access to their accounts.
• Millennium Trust can manage fee collection for an Advisor’s firm.
• We distribute all statements to your clients, as well as tax reporting and supplementary transaction reports needed by clients for tax preparation.

For Client Account Holders 

• Millennium establishes and maintains individual client accounts such as IRAs, 401(k)s, taxable and other accounts.
• We facilitate investment transactions as directed by the Investment Advisor.
• We track and report all investment activity in the account
• It is our responsiblity to ensure accurate and timely. recordkeeping on accounts, which includes providing account statements and 24/7 online access.
• Process annual tax documents, such as IRS Form 1099s and 5898s.