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

(Log In Here)



Health Savings Account Owners
(HSA Log In)



Portfolio Online Requirements

Browsers and Operation Systems
Portfolio Online has been certified for use with the following web browsers and operating systems. This information is also contained within Portfolio Online Help.

Supported Web Browser Supported Operating Systems
Internet Explorer 7.0 Windows Vista / Windows XP
Internet Explorer 6.0 Windows Vista / Windows XP
Firefox 3.0 Windows Vista / Windows XP /Mac OS v10
Safari v3.0 * Mac OS v10 X v10.4 "Tiger"
Safari v3.0 * Mac OS X v10.5 "Leopard"

* When using Safari some setting will need to be adjusted before using Portfolio Online. Review the "Safari Settings" section of Portfolio Online Web Browser Guidelines.

Additional Workstation Settings
To run Portfolio Online effectively, adherence to the following minimum workstation characteristics is recommended. Performance issues may arise if workstation fall below these minimum recommendations:

  • 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).
  • Browser cache option set to "Every time".
  • Browser Cookie options set on.
  • Adobe Acrobat 6.0 (or newer).


  • See Portfolio Online Web Browser Guidelines for more detail regarding browsers, operating systems and workstations requirements.

    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

    Portfolio Online
    > Web Browser Guidelines
    > Add Trading Access
    > Portfolio Online New Features

    Portfolio Online Demo