Welcome | Millennium Trust Company

Welcome

Welcome to Millennium Trust

We are excited to have you as a new Millennium Trust client. Millennium Trust is dedicated to helping you prepare for retirement while giving you the control and flexibility you need to manage your own diversified portfolio of both traditional and alternative assets. To learn more information, visit our Self Directed IRA page.

You are all set to manage your retirement assets through your self-directed IRA. As you were notified in your welcome letter, there are a few items that may require you to take action.

Next Steps

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Part of the onboarding process is to verify the information we received from E*TRADE is accurate and up-to-date. To ensure this, we ask that you please review, complete, sign and return the following documents that that are referenced in your welcome letter or email.

We have also attached the “Guide to Investing in Real Estate in a Retirement Account” to give you a clear understanding of Millennium’s processes and procedures regarding real estate if it is being held in your account. 

Real Property Servicing AgreementReal Estate Information SheetPromissory Note Servicing Terms AgreementMortgage/Deed of Trust Note Servicing Terms Agreement Guide to Investing in Real Estate in a Retirement Account

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Online access allows you to see your account balances, holdings and transaction history, view and download statements, as well as place online trades for publicly traded securities such as stocks, ETFs and mutual funds.

You may request online access by completing the IRA Account Information form below. Note: A valid, unique email address is required.

Once your request has been processed, you will receive an e-mail with information on how to securely set up your access. If you do not select online access, you will receive quarterly statements in the mail and will be responsible to pay the paper statement fee applicable to your account.

IRA Account Information FormLog In

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Your annual account fees have been set up to be directly debited from your Millennium account on an annual basis (and are not prorated). If you would like to change the fee payment method to credit card or ACH debit, please go to our Payment of Fees Authorization page and provide us with your banking or credit card information.

Payment of Fees Authorization
  • Complete Investment Agreements

    x

    Part of the onboarding process is to verify the information we received from E*TRADE is accurate and up-to-date. To ensure this, we ask that you please review, complete, sign and return the following documents that that are referenced in your welcome letter or email.

    We have also attached the “Guide to Investing in Real Estate in a Retirement Account” to give you a clear understanding of Millennium’s processes and procedures regarding real estate if it is being held in your account. 

    Real Property Servicing AgreementReal Estate Information SheetPromissory Note Servicing Terms AgreementMortgage/Deed of Trust Note Servicing Terms Agreement Guide to Investing in Real Estate in a Retirement Account
  • Sign up for Online Access

    x

    Online access allows you to see your account balances, holdings and transaction history, view and download statements, as well as place online trades for publicly traded securities such as stocks, ETFs and mutual funds.

    You may request online access by completing the IRA Account Information form below. Note: A valid, unique email address is required.

    Once your request has been processed, you will receive an e-mail with information on how to securely set up your access. If you do not select online access, you will receive quarterly statements in the mail and will be responsible to pay the paper statement fee applicable to your account.

    IRA Account Information FormLog In
  • Update Fee Payment

    x

    Your annual account fees have been set up to be directly debited from your Millennium account on an annual basis (and are not prorated). If you would like to change the fee payment method to credit card or ACH debit, please go to our Payment of Fees Authorization page and provide us with your banking or credit card information.

    Payment of Fees Authorization

Account Documents

Please carefully review the documents that govern your new Millennium Trust IRA. We encourage you to either save an electronic copy or print them out for your records.

Traditional IRA AgreementsROTH IRA AgreementsSIMPLE IRA AgreementsSEP IRA AgreementsPrivacy Policy

Recurring Distribution Payments

To continue recurring distributions you are receiving from your IRA, including those set up with respect to Required Minimum Distributions (RMDs), please download and submit the IRA Distribution form to Millennium Trust. Be sure to select “Systematic Payments” in section C and complete Section D in its entirety to set up the recurring distribution payments.

IRA Distribution form