Plan for Your Retirement Journey
How Can We Help You?
Claim my account rolled over from my previous employer
Claim NowView and manage account information
Log In NowAccess my former Capital One account that was transferred
Access AccountOpen an IRA with the ability to invest in alternative assets
Open IRAWe Think You’re Going To Like It Here
Millions of clients like you come to Millennium Trust for their investment needs. Whether you arrived via an automatic rollover from a former employer or chose to open your own IRA, we’re happy you’re here. We look forward to helping you on your retirement savings journey.
Learn more about MTCSee What Our Clients Are Saying
Safe Harbor IRAs Remain a Preferred Plan Management Solution
As a plan management tool, Safe Harbor (or Automatic Rollover) IRAs remain relevant as a way to protect forgotten retirement accounts until their owners reclaim them.
Firm Names New Chief Executive Officer
Firm announced the promotion of Dan Laszlo to Chief Executive Officer, effective immediately. Retiring CEO Gary Anetsberger will assume Executive Chairman role.
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