Account Log In | Schwab - Millennium Trust Company

Account Log In

How Do I Access My Account?

We currently have two different platforms for clients to view account information. Please review the options below to see which one you should use to access your specific account.

MTC Investment Platform

InvestCloud Portal

 

Access this platform to view account if you:

  • were directed to https://secure.mtrustcompany.com through your recent Welcome Letter;
  • had an account rolled over from previous employer or a terminated plan;
  • have already registered at our online platform pictured above
  • were a former Liberty Trust client; or
  • were emailed an invite to access our newly enhanced investment platform.

MT Online

MT Online

 

Access this platform to view account if you:

  • were directed to www.mtrustcompany.com/login through your Welcome Letter;
  • previously accessed your account through MT Online pictured above, includes most self-directed IRAs and accounts holding alternative assets;
  • are an Advisor, Advisor Services client or a third-party authorized user; or
  • were a former E*TRADE or Sunwest Trust client.

Having Problems Logging in?

For instructions on how to register for access or reset your password, please view our log in help page.

Log In Help
Portal Transition

Ongoing Progression

To help clients and advisors get ready for retirement, we’re making updates to build a better way to access and manage accounts online. That is why we introduced a second platform last year for our Automatic Rollover clients. If you currently access your account through our original platform, please continue to do so unless you are notified of a change.

We will continue to make improvements to make this a better experience for you.