Log In Help

Individual investors holding a traditional or Roth IRA are now required to access their account through the MTC Investment Platform. The Platform allows you to:

• Easily invest in traditional assets, while also holding alternative assets
• View your account and transaction details
• Access your statements and tax forms

You should access your account through this MTC Investment Platform if you are:

• A current client who received an account alert
• Recently received a welcome letter regarding your account being opened at Millennium Trust

Visit secure.mtrustcompany.com to gain access to the MTC Investment platform. Whether you are new to Millennium Trust or an existing client and have not yet accessed the platform, you will be asked to set up a new user profile. Login credentials for the old platform will not transfer over automatically. To get started, click on "New User" to set up a new user profile and validate your account information (for optimal viewing, please use your desktop computer).

Demo
View our demo on how to create a new user profile for the MTC Investment Platform.
View Demo

Forgot your log in information?

• Username - This is usually the email address that we have on file for this account.
• Password - On the Log In page, select the "Forgot Password?" link and follow the directions provided to reset your password.

If you’re an individual investor client with a traditional or Roth IRA and currently manage your account through MT Online, please register for the MTC Investment Platform.

The following account types will continue using MT Online until further notice:

• Advisor services clients
• Advisors managing client accounts
• Trust accounts
• Solo 401(k) or profit-sharing plans
• Third-party authorized users
• 403(b) plans
• SEP and SIMPLE IRAs

Self Enrollment
If you requested online access and received an email to self enroll, you can view the Millennium Trust Online User Guide for step-by-step instructions.
Millennium Trust Online User Guide

Forgot your password?
You are able to reset your password online by going to the Secure Log On page. For details, view the Password Reset Instructions demo. If you still have trouble, call us for assistance.
Password Reset Instructions

Forgot your user name?
Contact us during normal business hours for assistance.

For questions regarding the Custody Services Portal for Professional, contact your Millennium Trust service team during normal business hours.