MTC Rollover IRA | Millennium Trust Company

MTC Rollover IRA

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.

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 DocumentsROTH IRA DocumentsFee SchedulePrivacy Policy

Frequently Asked Questions

Who is Millennium Trust?

We are a Retirement Services provider located just outside of Chicago, in Oak Brook, IL. We currently serve over 1,300,000 clients like you nationwide. For more information, we encourage you to visit our About Us page.

What options do I have for my account?

To transfer to Millennium Trust, you don’t have to do anything. Your account will be automatically transferred here on the date indicated in your letter. If you would like to move your account elsewhere, please refer to the letters you received from your previous custodian and us with complete instructions.

Will all of my prior account history be transferred over

No, you will receive your final statement for through November 14, 2019 from E*TRADE. Millennium Trust will provide IRA owners with an annual account statement for the portion of 2019 that your account is with us and thereafter that includes account balance, holdings and all activity for each year.