Online account opening process allows investors to open, fund, and invest in one easy-to-use process.
Opening an account with us has never been easier. Through our online account opening tool, simply enter your clients’ information and an automated process allows them to review the information and e-sign the documents.Online Account Application
Millennium Trust Online is a secure web portal that provides access to account information such as balances and transaction history. Quarterly statements are also available for download.
Statements provide important information for account holders such as holdings, activity, and cash balance information.
While custody for individual retirement and custody accounts is our core business, we can support additional custody solutions such as serving as sub-custodian, safekeeping services, and more. Contact us today to learn how we can help with your custody needs.
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