Business Integration Made Easy | Schwab - Millennium Trust Company

Business Integration Made Easy

Simple, Secure And Seamless

As technology continues to evolve, we remain focused on delivering the best experience to you and your clients. Working together, we can create a secure and seamless digital environment that you can customize. 

Integration Capabilities

We work with many institutions and have the expertise to customize how you integrate with us. Choose one or several options, that work best for you and your clients.

Application Program Interface (API)

Seamless and transparent digital interface with Millennium’s retirement and custody services, which enables you to increase transaction volumes, reduce processing times and control the user experience.

Questions? Watch our video "Increase Access to Investments with the Millennium Trust API".

Learn more by viewing our fact sheets. If you are interested in integrating with us, please complete and submit the Request Integration Information form below.

How to get startedRead fact sheet

Embedded Connectivity

Clients and prospects can discover new online investment platforms where they can discover, research and invest in an assortment of alternative investment options.

Read Fact Sheet

Portfolio Management Integration

Access to a consolidated view of your clients’ accounts. This customized integration solution allows you to track your clients’ investments held in custody at Millennium Trust.

Read Fact Sheet

Secure Transmission

Simple method to submit account holder data for an easy, efficient and effective open account process.

  • Client data is securely transported to us via SFTP
  • Protect data with 256-bit file encryption
  • Support large file transfers as well as bulk file transfers for batch process
Information Technology and Data Security
  • Application Program Interface (API)

    Application Program Interface (API)

    Seamless and transparent digital interface with Millennium’s retirement and custody services, which enables you to increase transaction volumes, reduce processing times and control the user experience.

    Questions? Watch our video "Increase Access to Investments with the Millennium Trust API".

    Learn more by viewing our fact sheets. If you are interested in integrating with us, please complete and submit the Request Integration Information form below.

    How to get startedRead fact sheet
  • Embedded Connectivity

    Embedded Connectivity

    Clients and prospects can discover new online investment platforms where they can discover, research and invest in an assortment of alternative investment options.

    Read Fact Sheet
  • Portfolio Management Integration

    Portfolio Management Integration

    Access to a consolidated view of your clients’ accounts. This customized integration solution allows you to track your clients’ investments held in custody at Millennium Trust.

    Read Fact Sheet
  • Secure Transmission

    Secure Transmission

    Simple method to submit account holder data for an easy, efficient and effective open account process.

    • Client data is securely transported to us via SFTP
    • Protect data with 256-bit file encryption
    • Support large file transfers as well as bulk file transfers for batch process
    Information Technology and Data Security

Our Platforms

We offer several emerging platforms that provide a secure, online experience, making it easy to work with Millennium Trust. Benefits of the platforms include improved security, expedited operational processes, and streamlined visibility.

What is the Asset Custody Platform?

The Asset Custody Platform helps investment sponsors save time while managing assets and investor transactions more easily.  Within the platform, users can submit a new asset for custody review, view status, get notified of and confirm purchase, liquidation and exchange transactions.  Plus, much more! 
 
Questions? Watch our video "Millennium Trust Asset Custody Platform".

If you are interested in this platform, please complete and submit the Request Integration Information form below.

What is the Fund Custody Platform?

Clients of our Fund Custody offering have simple, secure, and seamless access to our Fund Custody Platform, which allows users to view and manage account activity. Within the platform, users can initiate payments, view transaction reports, approve statements and much more. 

Questions? Watch our video "Millennium Trust Asset Custody Platform".

If you are interested in this platform, please complete and submit the Request Integration Information form below.

What is the Retirement Services Platform?

The Retirement Services Platform offers a streamlined automatic rollover process.  Users of the platform can view and submit new service agreements, see participant submission details, and get real-time plan service agreement and participant funding statuses.   

Video Coming Soon!

If you are interested in this platform, please complete and submit the Request Integration Information form below.

  • Asset Custody Platform

    What is the Asset Custody Platform?

    The Asset Custody Platform helps investment sponsors save time while managing assets and investor transactions more easily.  Within the platform, users can submit a new asset for custody review, view status, get notified of and confirm purchase, liquidation and exchange transactions.  Plus, much more! 
     
    Questions? Watch our video "Millennium Trust Asset Custody Platform".

    If you are interested in this platform, please complete and submit the Request Integration Information form below.

  • Fund Custody Platform

    What is the Fund Custody Platform?

    Clients of our Fund Custody offering have simple, secure, and seamless access to our Fund Custody Platform, which allows users to view and manage account activity. Within the platform, users can initiate payments, view transaction reports, approve statements and much more. 

    Questions? Watch our video "Millennium Trust Asset Custody Platform".

    If you are interested in this platform, please complete and submit the Request Integration Information form below.

  • Retirement Services Platform

    What is the Retirement Services Platform?

    The Retirement Services Platform offers a streamlined automatic rollover process.  Users of the platform can view and submit new service agreements, see participant submission details, and get real-time plan service agreement and participant funding statuses.   

    Video Coming Soon!

    If you are interested in this platform, please complete and submit the Request Integration Information form below.

The Benefits

Control the Experience

Engage with clients your way. Trusted partners can connect with Millennium Trust’s custody and retirement services through multiple methods of integration, maintaining the client experience within their own enterprise.

Transparent Access

Trusted partners can provide online status updates and full transparency into investment and account process flows.

Improved Efficiency

Through automated, streamlined integration, administrative processes can be simplified to dramatically decrease the amount of time and manual effort—resulting in an increase of accuracy, security and productivity.

Request Integration Information