Individuals - Home | Millennium Trust Company

We help millions
of people like you

No matter where you are in planning for retirement, you’ve come to the right place. Millennium Trust can help you meet your goals with a wealth of resources and innovative ways to save for retirement.

Have Questions? You’ve Come To The Right Place

This time of year can be hectic and stressful, but we’ve got your back. Below are resources that will help you know where to go for some of the most common questions that we hear.

Was your account rolled over from a previous employer?

Perhaps you missed our welcome letter or simply haven’t claimed your account yet. Either way, you need to login, verify your information and reconnect with the retirement funds from your previous employer. Once you claim your account, you can manage and choose what to do with your money. Invest it? Make a transfer? Take a distribution? It’s easy and only takes a few minutes.

Get Started

Access your account in the MTC Investment Platform anytime

It’s important to regularly log in, review and update any account and personal information that may have changed. You can also:

  • Check your balance
  • Update personal information
  • Get statements and tax documents
     - 2022 tax forms will be available in late January/early February
  • Review and add beneficiaries
  • Make a transaction
     - Invest your funds or take a distribution
  • And more!

Log In Today

You're in Charge

It’s your money, and it’s your choice for what you want to do with it. Invest it? Make a transfer? Take a distribution? Once you connect with your account, you can choose what suits your goals.

Explore Your Options

The Tax Center is your #1 resource

Tax season can be complicated and stressful, but you can get many of your tax questions answered in the Tax Center. There you will find:

  • Tax form mailing dates
  • Information about tax forms
  • Important dates and deadlines
  • IRA contribution limits
  • And more!

Visit Tax Center*

*The information provided in the Millennium Trust Tax Center is neither tax nor legal advice. You should speak to your tax professional for specific information regarding your tax situation.

Learn about automatic rollovers from your previous employer

If you have questions about who we are and how your account got here, learn more about the process and your options at Millennium Trust.

Get Started

  • Need to reconnect with your account?

    Was your account rolled over from a previous employer?

    Perhaps you missed our welcome letter or simply haven’t claimed your account yet. Either way, you need to login, verify your information and reconnect with the retirement funds from your previous employer. Once you claim your account, you can manage and choose what to do with your money. Invest it? Make a transfer? Take a distribution? It’s easy and only takes a few minutes.

    Get Started

  • Log In And Manage Your Account

    Access your account in the MTC Investment Platform anytime

    It’s important to regularly log in, review and update any account and personal information that may have changed. You can also:

    • Check your balance
    • Update personal information
    • Get statements and tax documents
       - 2022 tax forms will be available in late January/early February
    • Review and add beneficiaries
    • Make a transaction
       - Invest your funds or take a distribution
    • And more!

    Log In Today

  • Invest or Take a Distribution

    You're in Charge

    It’s your money, and it’s your choice for what you want to do with it. Invest it? Make a transfer? Take a distribution? Once you connect with your account, you can choose what suits your goals.

    Explore Your Options

  • Have tax questions?

    The Tax Center is your #1 resource

    Tax season can be complicated and stressful, but you can get many of your tax questions answered in the Tax Center. There you will find:

    • Tax form mailing dates
    • Information about tax forms
    • Important dates and deadlines
    • IRA contribution limits
    • And more!

    Visit Tax Center*

    *The information provided in the Millennium Trust Tax Center is neither tax nor legal advice. You should speak to your tax professional for specific information regarding your tax situation.
  • How did my money get here?

    Learn about automatic rollovers from your previous employer

    If you have questions about who we are and how your account got here, learn more about the process and your options at Millennium Trust.

    Get Started

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

We 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 MTC

See What Our Clients Are Saying

Additional Resources

Was your account transferred to us from Capital One?

Register and access your new Millennium Trust account.

You expect and deserve to experience an easy account transition. That’s why Capital One and Millennium Trust have ensured your individual retirement account (IRA) information is ready for you to verify through our Log In process.

Learn More
Want to invest in alternative assets?

Open a self-directed IRA.

A self-directed IRA is a tax-advantaged account that gives you complete control over your retirement assets. You can choose from a wide range of assets, including alternative assets like real estate, hedge funds, private equity and debt, precious metals, and more!

Learn More

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.