New Online Portal | Schwab - Millennium Trust Company

New Online Portal

Portal Transition

Transition in Progress

To help clients and advisors get ready for retirement, we’re building a better way to access and manage accounts online. A new online portal is being introduced this year. If you currently access your account through MT Online, please continue to do so until you are notified of the change.

Please continue down the page for FAQs and online access to both portals. We appreciate your patience while we transition.


Q: Why are you transitioning to a new client online portal?

A: We are transitioning to a new online portal to ensure that our clients have access to easy to use, intuitive tools to help them prepare, save and have control over their retirement savings.

Q: If I’m a new client how do I know which portal to access?

A: If you are a new client, please follow the instructions provided in your welcome letter.

Q: If I’m an existing MT Online user, how will I be notified when I can use the new portal?

A: You will be notified via email, which will include detailed instructions on how to register, access your account online, etc.

How Do I Access the Portals?

Existing Portal

If you’ve previously accessed your account through MT Online, please continue to do so below. We look forward to introducing our new portal to you at an upcoming date.

MT Online

New Online Portal

If you were directed through your recent Welcome Letter or have already registered at our new online portal, please access your account below.

InvestCloud Portal