Millennium Trust Company

Millennium Trust Company performs the duties of a directed custodian. Your money is with us because your former employer has chosen us to reconnect you to your retirement savings and established an Individual Retirement Account (IRA) for your benefit at Millennium Trust. Each account has a fee schedule. The fees associated with your account, and agreed upon with your prior custodian, can be found in the welcome letter you received or accessed through your online account at https://secure.mtrustcompany.com.

Lost cause...10 min wait for assistance. 3rd time calling...not right!This is such a hastle

Thank you for reaching out to us. I see we spoke to you on 7/16. I will have a client service representative, Carolina, reach out to you today to provide an update. Update: This took a bit longer as we needed additional documentation to process your request on two occasions. The ACH to receive your funds was settled on 8/7/19. Your funds should be received within the next 3 business days depending on your financial institutions credit funds policy. We wish you the best of luck with your retirement funds!

About 25 years ago but I never received money last year

Ms. Xiong, please have your husband give us a call at 877-682-4727 as soon as possible and we will address this concern immediately. We are open from 7:00am - 8:00pm CST Monday - Friday.

Ms. Oertel, please feel free to contact us for assistance placing trades and for available assets, by calling our trade desk at 630.422.6493.

Hi Ms. Sellmeyer, you can visit our online portal at https://secure.mtrustcompany.com/ to register. Once registered, you can choose the option to take a distrbution on your account.

We are sorry your experience with us has not been more positive. I am the Senior Director of Client Service and would really like to speak with you to resolve your issue. My name is Lisa and I can be reached at 630-286-0809. Please give me a call at your earliest convenience.

Ms. Sorensen, thank you for reaching out to us. The first step is to completer our account agreement online. You can access your account online at https://secure.mtrustcompany.com If you need additional assistance please visit https://www.mtrustcompany.com/sites/default/files/assets/docs/Platform_New_User_Profile.pdf for step by step instructions. Once you complete the account agreement you can choose how you would like to receive your funds. If you need further assistance, please reach out to usat 877-682-4727 Monday through Friday from 7AM-6PM CST or online at www.mtrustcompany.com/support.

Apologies for the late response! There is not a set custodial fee for an automatic rollover Roth IRA. It would be based on fees that were negotiated with the prior custodian. If it is a self directed Roth IRA, it would depend on what you choose to invest in. If you need further information, please feel free to reach out to us at 877-682-4727 Monday-Friday from 7:00am - 8:00pm CST.

Please visit secure.mtrustcompany.com. You can access your account and take action from there. Thanks for reaching out!

The interest rate on our FDIC-insured cash sweep is .01%.  The cash sweep is a safe place to park your money until you decide how you would like to invest your IRA funds.  Millennium offers a wide array of investment choices to help with your savings, investing and income strategy, from fixed income principal protected investments like stable value funds and certificates of deposit to publicly traded securities and mutual funds.  You can hold a wide variety of investments in your IRA, including alternative assets — giving you the power and flexibility to build a diversified portfolio all in one place.

Thank you for reaching out to us! I see you spoke with Chante who was able to assist and she provided you with her direct number should you need any further help.

Hi! Please contact us at 877-682-4727 and one of our specialists will be happy to assist you!

Thank you for reaching out to us. I see you spoke with Parim today and your request has been completed.

Thank you for reaching out to us. Please have your client contact our Client Servicing Department at 877-682-4727 Monday - Friday from 7:00 am - 6:00 pm CST and we would be happy to see if his/her account is with Millennium Trust.

Thank you for your review. We apologize for the intermittent technical issues with our online sites. We are working diligently to resolve them as quickly as possible. Please try again and let us know if you still experience a problem by contacting one of our client servicing managers, Marlene at 630-472-5301 and she would be happy to assist you

Please visit our online portal at https://secure.mtrustcompany.com . This will present you with options available to you in terms of your retirement funds that were rolled over to Millennium. It sounds like you are interested in taking a distribution to put the funds toward a home purchase. Although there are tax implications with this choice, it is certainly an option.

Please reach out to us at 877-682-4727. We would be happy to explain the rollover process in detail to you and provide you with options on your retirement funds if you have an account with us.

Please visit our online portal at https://secure.mtrustcompany.com which will direct you to complete the IRA form which will register your account with us. Once that has been completed, you will be able to request a distribution/transfer online. Processing everything online is the best option for expediency.

I'm so sorry this occurred. Can you let me know the day you attempted to call us or had this issue and I will investigate what happened? Were you dialing 877-682-4727? You can go online directly to request a distribution. Log on to https://www.mtrustcompany.com/individuals/offerings/rollover-ira and follow the directions on taking control of your account. If you need any assistance, call Marlene, one of our Client Servicing Managers, at 630-472-5301 and she would be happy to assist you!

I will have a client service representative contact you today regarding your inquiry. Can you tell me what state your are located in as we have more than 1 client with your name.

I had to call because although I had a tracking number I couldn't find a place on the website to enter it, and it had been about 2 weeks since I submitted the request. After I called it arrived in about a week. Just give them a call!!

This Company is the worst company in America,I had some money in my account, so I left it for when I needed it. There was a death in my family so I requested it, sent it email the same day they told me ten to fifteen days it was a visa prepay card well I'm still waiting on the card .these guys Suck.