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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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HOW CAN WE HELP YOU?

I'm an individualI'm a professional


HOW CAN WE HELP YOU?

Access my Capital One account that was transferred

Access Account

Claim my account rolled over from my previous employer

Claim Now

Open an IRA with ability to invest in alternative assets

Open IRA

Explore professionals & institutions services

Explore


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.

Learn more about MTC

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.

Read Blog


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.

Read Press Release


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.

View Article


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.

I'm an Individual InvestorI'm a Financial Professional


ABOVE AND BEYOND CUSTODY


HAVE QUESTIONS?
CONTACT US


HAVE QUESTIONS? CONTACT US

Give us a call or send us a message, we'll help you out with any of your custody
needs.

Give us a call or send us a message. We'll help you out with any of your custody
needs.

Submit an inquiry

 



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© 2022 Millennium Trust Company

Millennium Trust Company performs the duties of a directed custodian, and as
such does not provide due diligence to third parties on prospective investments,
platforms, sponsors or service providers, and does not offer or sell investments
or provide investment, legal or tax advice.

Millennium Trust Company® and Above and Beyond Custody® are registered
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