Breathe easy. Managing your retirement account just got easier. | Schwab - Millennium Trust Company

Breathe easy. Managing your retirement account just got easier.

May 27, 2021
By Millennium Trust
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With so much uncertainty affecting the global economy and personal financial stability, it’s more important than ever to get a full picture of your finances to better prepare for whatever life may bring.

A good place to start is to take inventory of your retirement assets, which may currently be held in one or more retirement plan by a former employer.

As a custodian of individual retirement accounts (IRAs), Millennium Trust makes it easy for you to take control of your assets and continue to save for the future.

Take advantage of the MTC Investment Platform.

The MTC Investment Platform was designed with our clients’ needs in mind. The platform offers a more insightful and user-friendly experience.

Here are a few things you can do when you access your account online:

  • Access account details. The clean and simple design offers intuitive navigation, so you can quickly and easily view your account balances, traditional and alternative investment allocations, and transaction history. You can also download or print statements and tax forms on demand.
  • Research investment options. You can research and access a wide variety of investments, including stocks, ETFs and mutual funds, which allows you to choose the investments that best fit your retirement strategy. You can review fund fact sheets and market data provided by Morningstar, Inc.® and create watch lists to monitor investment opportunities that align with your strategy.
  • Make trades. The Trade Center is where you can easily invest in traditional assets including stocks, ETFs and mutual funds. Review the Trade Execution User Guide to learn more.
  • Explore educational resources. You can also find a variety of articles, videos and other resources to help you learn more about saving and investing for your future and how Millennium Trust can help you reach your goals.

If you’re on the platform, take the next step that is right for you – whether it’s transferring in funds, exploring educational content or placing a trade.

Learn more about Millennium Trust.

For more than 20 years, Millennium Trust Company has been a trusted provider of specialized retirement and institutional custody services. Today, we’re known for our ability to help employers, advisors and institutions solve complex business problems – while ensuring individual investors are empowered with tools and resources to be successful on their retirement journey.

We look forward to working with you on your retirement journey.

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The material in this blog is presented for informational purposes only and does not constitute investment, legal or tax advice. Millennium Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers, and does not offer or sell investments or provide investment, legal or tax advice.

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