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Welcome Fidelity Clients

We custody multiple types of retirement accounts and an extensive range of assets, giving you the ability to take control and save for your retirement.

How can we help you?

Open a self-directed IRA
MAIN® Discover. Research. Invest.
View Investor Account Options
Review Investor Custody Process
Learn About Fund Custody

Your Ally in Specialized Custody Solutions

Millennium Trust empowers clients with trusted expertise, exceptional service and access to a wide range of custody solutions. Whether you are managing alternative assets, investment accounts or retirement funds, we are uniquely qualified to service your needs.

Learn more about MTC

Most Americans Haven’t Tapped into Their Retirement Savings

Second quarter surveys show that many Americans spent less during the coronavirus lockdown and few withdrew savings from retirement plans. That may change if the virus continues to spread.

Firm Expands Financial Resources and Continues Growth in Q2

The firm continues to prove commitment to enhancing clients’ financial wellness through Emergency Savings Fund product and increased access to digital solutions.

Protecting Retirement Savings with Emergency Funds

Prior to the coronavirus crisis, relatively few Americans had enough liquid assets set aside to cover three months of expenses. See how emergency savings can protect retirement savings.

Ready to get Started?

Whether you are a professional or individual investor looking for choice above and beyond traditional investments or a retirement provider or business looking to reconnect former employees with their savings, contact us today.

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