Millennium Trust Company

Above and Beyond Custody

When it comes to custody, you don’t just need it done, you need it done right by people who stand behind the details and care about meeting your needs.

How can we help you?

View Rollover IRA Distribution Instructions
Open a self-directed IRA
Explore Retirement Services Solutions
Review Investor Custody Process
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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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Announcing an Enhanced Investing Experience

We are rolling out an enhanced MTC Investment Platform for traditional and Roth IRA holders. The streamlined experience makes it easy to view your investments, as well as 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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2021 Retirement Plan Outlook

As we emerge into a world reshaped by the pandemic, plan sponsors and providers will face new and ongoing challenges.

Firm Launches Enhanced Digital Experience

The new Trade Center helps individuals easily invest in their IRA, while institutional clients benefit from superior digital integration.

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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