If you would like to keep your IRA with Millennium Trust, please complete the online Account Agreement. At this time you can update personal information, add funds and obtain online account access.Complete Online Form
We are excited to welcome you as a new Millennium Trust client. We are a leading provider of Individual Retirement Accounts and today custody over 500,000 IRAs. The previous custodian for your IRA, Great-West, selected us as your successor custodian. Millennium Trust empowers you with trusted expertise, exceptional service and access to a wide range of custody solutions.Learn more about MTC
Your funds are currently invested in a FDIC-insured Cash Sweep Program and ready for you to take control of at your earliest convenience. These savings are in a tax-deferred account and you must simply verify your identity with Millennium Trust in order to claim your account.Learn more about IRA Options
As a financial institution, we are responsible for verifying your identification. This is for your protection and to ensure the money in your account is going to the correct person.
A life event may have changed your personal information from the last time you updated your Empower IRA to now. The most common life events include: Moving, Marriage and Divorce. To reconcile the change, we typically require additional documentation, which can include a copy of your driver’s license, recent utility bill, marriage or divorce certificate.
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