Enrollment Steps:

1. Select "Private computer" and enter the username and starter password on the Millennium Trust Online Secure Log On page.
2. The terms and conditions page will appear. Please read carefully. At the bottom of the screen, you must agree to and will need to accept the terms of use to proceed.
3. A confirmation page will appear to let you know that an email from "clientnotice@mtrustcompany.com" has been sent your email. If you do not see the email in your Inbox, please check your junk or spam mail folder.
4. After you receive the confirmation e-mail, click on the link provided. It is important that you do not proceed until you have completed this step.
5. The link will bring you back to a confirmation page. Next, press the "F5" key located in the top row of your keyboard to refresh the page. To continue, click on the "Log On" button in the top right hand corner.
6. On the Log On page, select "Private computer" and re-enter the username and password.
7. You will be prompted to enter a new password. The password must be between 8-20 characters and must include at least one letter, number and symbol (e.g. afhtfsf2$). You will be notified that your password has been successfully changed.
8. After you log on, go to the "My Account Info" link in the top right hand corner. It is important for you to set up your security profile which allows you to access your account from a public computer. Your public profile is comprised of a security phrase, image and question and answer that only you know. 

The first step in the Log On process is to select which type of computer you are using to access your account. If this is the first time you are logging on, you must select “Private Computer”.


• Private/Trusted – If you are accessing your account from home or work, you
  may select this option to register your computer. This allows you to log on each time using only your User name and Password.
• Public/Shared – Allows you to view your account from a computer at a hotel,  library or café without having to register the computer. However, you must verify a security image, phrase and question to log on to your account. In order to use the Public Computer option, you need to set up your public profile. You can set up your profile by logging on through a private computer, go to “My Account”, select Edit and update your public profile.  

When you select “Private” computer and you have already been through the enrollment process, the system is looking to confirm your identity. The following are some of the reasons that may cause the system not to recognize you and thus require you to repeat the enrollment process.


• This is the first time you logged on to your account
• You may have bought a new computer or are using a different computer
• You have upgraded your browser or changed settings
• You may have deleted your cookies
• You may have reconfigured your computer, operating system or other software settings
• Your Internet Service Provider may have changed settings on their system

Call Millennium Trust at 800-258-7878 during normal business hours.
Monday thru Friday, 8:00 a.m. – 4:30 p.m CT.

In the upper right hand corner, click on “My Account” and then choose “Change Password”. The password must be between 8-20 characters and must include at least one letter, number and symbol (e.g. afhtfsf2$).

After you log on to your account, click on the Portfolio Tab, then select “Statements”. If you have multiple accounts, select the account first and then the statement will appear below. You will need Adobe Acrobat to view the statement. 

Under the Portfolio Tab, you will find the listing of your current holdings.   

Under the Portfolio Tab, you will find your transaction history. Simply enter the date range you wish to view and click on "search".

• Enter the account number, the ticker symbol or name of the security being traded
• Select the order type - purchase or sale 
• Choose order category – market, limit, stop or stop limit (see #2 for more information on Limit and Stop Orders) 
• Enter number of shares (for mutual funds or equities) or 
• The dollar amount (for mutual funds only) 
• Click on the “confirm” button

For any other type of investment, you will need to call Millennium Trust Company.

To place a limit or stop order, select the Trading tab and then "Enter Trades".

• Enter the account number, the ticker symbol or name of the security being traded
• Select the order type - purchase or sale
• Choose order category (i.e. Limit, Stop, or Stop Limit),
• Enter the shares and limit price.
• Select the timing on the order: Day Order, Good Till Date, or Good Till Cancel.  If a "Good Till…" option is selected, select a date for the order to expire.
• Click on the "confirm" button   

When placing a market order, the price of the stock is determined at the time the order is executed by our execution broker, CAPIS. The actual price paid will be shown on the trade confirmation. 

As a self-directed account holder, you are responsible for the trade. On a mutual fund, if we are notified immediately, it is a “best efforts” to stop the trade. On a stock, we cannot stop the trade. 

When you a sell a stock, the funds will not be available until 3 business days after you sell the stock. It is commonly referred to as T+3. For example, if you sell a stock on Monday, the funds will not be available until Thursday. 

When you sell a mutual fund, the cash from the sale of the mutual fund will not be available until the next business day. It is commonly referred to as T+1. For example, if you sell a mutual fund on Monday, the cash will not be available until Tuesday. 

No, this is a self-directed account. We do provide Morningstar Tools on Mutual Funds. 

To access these tools, click on the links below:
  
• Morningstar   
• Mutual Fund List 

No, we do not offer stock research. We do however offer Morningstar Tools to research mutual funds.