Plan for Your Retirement Journey
How can we help you?
Claim my account rolled over from my previous employer
Claim NowAccess my Capital One account that was transferred here
Access AccountOpen an IRA with ability to invest in alternative assets
Open IRABe Confident with your Investment Decisions
Whether you want to invest in alternative assets (like hedge funds, private equity, real estate or precious metals), or traditional assets like stocks, ETFs or mutual funds, you can be confident that Millennium Trust is on your side. We empower you with trusted expertise, exceptional service and access to a wide range of options.
Learn more about MTCSee What Our Clients are Saying
Essential Savings Needs of the Modern Workforce
As businesses of all sizes grapple with hiring and retention challenges, we look at the factors behind the current transitory job market to address the changing needs of today’s modern workforce.
Firm Completes Acquisition of PayFlex
Firm completed the previously announced acquisition of PayFlex Holdings, Inc., a provider of Health Savings Accounts (HSAs) and other consumer-directed benefits solutions, from CVS Health.
Can Good Tech Help You Save for Retirement?
Millennium Trust’s Meg Zwick, Maribel Gerstner, and Sirisha Gorjala sat down with Built In Chicago to share what it’s like working here, how our company culture is evolving, and exciting projects on the horizon.
Ready to get Started?
We make taking control of your retirement savings simple. Our custody solutions put you in charge of your investment decisions and you’ll receive unmatched service and support.
Rollover IRASelf-Directed IRA