Millennium Trust Company

Your Ally in Retirement and Custody Solutions

Empowering individuals to be successful on their retirement journey while helping employers, advisors and institutions solve business problems.

How can we help you?

View Rollover IRA Distribution Instructions
Open a self-directed IRA
Explore Retirement Services Solutions
Review Investor Custody Process
MAIN® Discover. Research. Invest.

Welcome Transamerica Clients

As you are aware, Transamerica has arranged for Millennium Trust Company to serve as the new custodian and administrator of your IRA. To learn more about managing and accessing your account through this process including important dates and frequently asked questions, visit the Transamerica landing page.

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Your Enhanced Investing Experience is Here!

Our Traditional and Roth IRA clients now have access to the enhanced MTC Investment Platform. The streamlined experience makes it easy to view your investments, and provides access to endless investment options, including stocks, ETFs and mutual funds.

You can also explore educational articles and videos, create watch lists and access fund fact sheets and market data provided by Morningstar, Inc.®

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Your Ally in Specialized Custody Solutions

Millennium Trust empowers clients with trusted expertise, exceptional service and access to a wide range of custody solutions. Whether you are managing alternative assets, investment accounts or retirement funds, we are uniquely qualified to service your needs.

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Investing in Real Estate with a Self-Directed IRA

One of the “best kept secrets” in the real estate industry is that you can invest with a self-directed IRA. Be sure to understand your options and the do’s and don’ts of investing in an IRA first.

Firm Hires Sirisha Gorjala as Chief Product Officer

Millennium Trust invests in product leadership to deliver best-in-class digital experiences and support a growing consumer base.

Emergency Savings: Planning for Unplannable

Head of Retirement Services, Pete Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses, and how to do so through the workplace.

Ready to get Started?

Whether you are a professional or individual investor looking for choice above and beyond traditional investments or a retirement provider or business looking to reconnect former employees with their savings, contact us today.

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