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Your Ally in Retirement and Custody Solutions

Empowering individuals to be successful on their retirement journey while helping employers, advisors and institutions solve business problems.

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Learn about IRA that was rolled over from previous employer
Open Individual Investor Account
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Your Ally in Specialized Custody Solutions

Millennium Trust empowers clients with trusted expertise, exceptional service and access to a wide range of custody solutions. Whether you are managing alternative assets, investment accounts or retirement funds, we are uniquely qualified to service your needs.

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Holding Alternative Assets at Millennium

Millennium Trust can custody a wide range of alternative assets in taxable portfolios. That means your alternative assets are seamlessly mapped to your existing Axos Advisor Services accounts.

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Essential Savings Needs of the Modern Workforce

As businesses of all sizes grapple with hiring and retention challenges, we look at the factors behind the current transitory job market to address the changing needs of today’s modern workforce.

Firm Completes Acquisition of PayFlex

Firm completed the previously announced acquisition of PayFlex Holdings, Inc., a provider of Health Savings Accounts (HSAs) and other consumer-directed benefits solutions, from CVS Health.

Can Good Tech Help You Save for Retirement?

Millennium Trust’s Meg Zwick, Maribel Gerstner, and Sirisha Gorjala sat down with Built In Chicago to share what it’s like working here, how our company culture is evolving, and exciting projects on the horizon.

Ready to get Started?

Whether you are a professional or individual investor looking for choice above and beyond traditional investments or a retirement provider or business looking to reconnect former employees with their savings, contact us today.

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