To access personal account information, including account balances and recent transactions, please have your Access ID and Password available and then click the appropriate button below. If you have lost or misplaced your access information, contact Millennium Trust by calling Client Services at (800) 258-7878, or email info@mtrustcompany.com.

Portfolio Online
(click here)

Portfolio Online requires an Adobe
Plugin for viewing. Click to download
SVG Viewer (Win 98–XP).


Health Savings Account
Owners


View Account

PCM Login


Portfolio Online is our new online product replaces TrustWeb and AdvisorWeb.

Portfolio Online currently does not support the use of browsers other than Internet Explorer.

Additional Workstation Requirements as outlined by our service provider include:
  • 256 MB RAM minimum.
  • Control Panel Display Settings to 1024 x 768 pixels.
  • Windows Explorer File Types must have XLS set to open a new window
        (Tools, Folder Options, File Types).
  • Internet Explorer 6.0 (or newer).
  • Browser cache option set to "Every time".
  • Browser Cookie options set on.
  • Adobe Acrobat 6.0 (or newer).


  • The Access ID and password that allowed you access to TrustWeb or AdvisorWeb will also allow you access into Portfolio Online. Since security and authentication have been strengthened, you will be led through a short set up process upon your first log on which will include additional security components.

    Millennium Trust performs the duties of an IRA custodian and, as such, does not provide investment advice or sell investments, nor offer any tax or legal advice.

    Please review Millennium's Security Policy prior to accessing your Account.

    Security Policy