Custody Process

What is Alternative Asset Custody?

Investors have increasingly come to view alternative assets as a necessary ingredient to creating a diversified portfolio. Our role as custodian is to hold these assets in an account on behalf of the owner.

We pride ourselves in being experts in custody and work to continually improve the client experience by focusing in the following key areas:

Account Creation

Online account opening process allows investors to open, fund, and invest in one easy-to-use process.


Transaction Services

Seamless facilitation of alternative asset investing.


Activity Tracking & Recordkeeping

Online account information tracking: holdings, account activity, and statements.


Reporting

Expertise in IRS reporting and treatment of alternative assets.


  • Account Creation

    Account Creation

    Online account opening process allows investors to open, fund, and invest in one easy-to-use process.


  • Transaction Services

    Transaction Services

    Seamless facilitation of alternative asset investing.


  • Activity Tracking and Recordkeeping

    Activity Tracking & Recordkeeping

    Online account information tracking: holdings, account activity, and statements.


  • Reporting

    Reporting

    Expertise in IRS reporting and treatment of alternative assets.


What clients can expect

Account Opening

Opening an account with us has never been easier. Through our online account opening tool, simply enter your clients’ information and an automated process allows them to review the information and e-sign the documents.

Online Account Application
View Accounts Online

Millennium Trust Online is a secure web portal that provides access to account information such as balances and transaction history. Quarterly statements are also available for download.

Millennium Trust Online Guide
Quarterly Statements

Statements provide important information for account holders such as holdings, activity, and cash balance information.

View Sample Statement

Additional Services Offered

While custody for individual retirement and custody accounts is our core business, we can support additional custody solutions such as serving as sub-custodian, safekeeping services, and more. Contact us today to learn how we can help with your custody needs.