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Plan for Your Retirement Journey

No matter where you are in your retirement journey, be empowered to meet your goals with exceptional resources and innovative ways to invest.

How Can We Help You?

Claim my account rolled over from my previous employer

Claim Now

Access my former Capital One account that was transferred

Access Account

Open an IRA with the ability to invest in alternative assets

Open IRA

We Think You’re Going To Like It Here

Millions of clients like you come to Millennium Trust for their investment needs. Whether you arrived via an automatic rollover from a former employer or chose to open your own IRA, we’re happy you’re here. We look forward to helping you on your retirement savings journey.

Learn more about MTC

See What Our Clients Are Saying

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 Appoints New Chief Marketing Officer

Firm has appointed Michelle Spellerberg as its Chief Marketing Officer (CMO).

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?

We make taking control of your retirement savings simple. Our custody solutions put you in charge of your investment decisions and you’ll receive unmatched service and support.

Rollover IRASelf-Directed IRA