Individuals - Home | Custodian - Millennium Trust Company

Plan for Your Retirement Journey

No matter where you are in your retirement journey, be empowered to meet your goals with exceptional resources and innovative ways to invest.

How can we help you?

Claim my account rolled over from my previous employer

Claim Now

Access my Capital One account that was transferred here

Access Account

Open an IRA with ability to invest in alternative assets

Open IRA

Be 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 MTC

See 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