We're Glad You're Here
Join the millions of clients we’ve helped reconnect with their retirement savings after they were rolled over to us by their previous employers. Right now your money is in FDIC-insured bank accounts or another investment chosen by your previous employer until you claim it and decide your next move. You can scan the QR code in your Welcome Letter to make this process even quicker and easier.Get Started
You’re In Charge
Here are your options:
Whatever you choose, we’re here to help.Get Started
What You Gain
After you register and claim your account, you’ll have access to:
- Simple Select to help you identify investments that match your goals
- Trade Center which enables you to invest in stocks, mutual funds, ETFs and alternative assets
- Account information and transaction details
- Statements and tax forms
- Educational resources and content
- Resources to create your investment strategy
MTC Investment Platform
Take The Next Step
Review the letter you received in the mail to determine your next step.
If your letter says you have a Traditional or Roth IRA, you can take control of your account online. Get started here or by scanning the QR code in your welcome letter.
If your letter references an Individual Custody account, you'll need to download and complete our Custody Account Agreement for Taxable Funds.
Didn't receive a letter or did you lose it? We can help you find your account.
*Morningstar Research Services LLC, is registered with and governed by the U.S. Securities and Exchange Commission and is a subsidiary of Morningstar, Inc. The select list provided by Morningstar Research Services is derived from the universe of investments available when you use Millennium Trust’s services. The universe does not include all investments available in the marketplace. Both the universe of investments available through Millennium Trust and the select list of investments selected by Morningstar Research Services LLC are subject to change without notice. Particular investments in the select list may not be appropriate investments for every individual, and there may be other investment options that are more suitable. Morningstar Research Services may have more favorable opinions of certain investments which are not included in the universe available through Millennium Trust. Morningstar Research Services’ selections were based on qualitative factors and quantitative analysis in addition to the judgment of analysts. Morningstar Research Services is not acting in the capacity of adviser to investors. The Morningstar name and logo are registered marks of Morningstar, Inc. Neither Millennium Trust nor Morningstar Research Services acts as an adviser to those invested in the select list. Millennium Trust and Morningstar Research Services are not affiliated with each other.