Rollover Accounts | Millennium Trust Company
Rollover Accounts

Take control of your retirement savings

Was your retirement account rolled over to Millennium Trust from a previous employer?

If so, you can claim it online.

About Your Account

Your former employer has chosen to roll over your retirement account to us, Millennium Trust, and we have established an individual retirement account (IRA) for you. You can feel confident and secure knowing that your former employer has directed us to invest your account in an investment designed to preserve your principal until you are ready to move forward.

About Us

We provide retirement and institutional custody services to help employers, advisors and institutions solve complex business problems. We're committed to helping increase the financial security of American workers by empowering them with access to tools and resources needed to manage their investment journey.

$44.1BAssets under custody
$20.1BFunds under custody
2.6MClient accounts
44KUnique assets we custody
* Data as of March 31, 2022

What We Offer

Our platform offers access to:

  • Trade center that allows you to invest in traditional assets, while also holding alternative assets.
  • Account and transaction details.
  • Statements and tax forms.
  • Educational resources and content.
  • Resources to create your own investment strategy.

MTC Investment Platform

Morningstar Fact Sheets

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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

If your letter references an Individual Custody account, you'll need to download and complete our Custody Account Agreement for Taxable Funds.
Download Form

Didn't receive a letter or did you lose it? We can help you find your account.
Find Account