Well, fast forward 3.5 weeks later and my account still had not been set up. HZ. I'd recommend him to everyone needing tax preparation. It took me a while to finally locate the account on log onto the Millennium Trust site. The predatory practices just go through the roof. I can assure you that we are not a scam. Very informative. However, we offer useful tools like our financial calculators and Morningstar® investment tools, that you can use to help make well-informed decisions about managing your account. I was unable to find my account with my former employer and was very happy to find it once again. This training focuses on developing leaders to create an engaged workforce and better support our internal and external clients. We would be happy to explain our fee structure to you. Thank you Yuriana did end up calling me after this Yelp review.

Now, I am freaked out as I am afraid this is a scam of ID theft and fraud. That finally worked and yielded several years worth of annual statements. They have stalled and I still do not have even a statement of my funds. If you have further questions,  please feel free to reach out to one of our Client Servicing Managers, David at 630-891-6118 and he would be happy to assist.I finally took a chance to give them the personal information after reviewing the websites.

Monique took ALL of the heat missiles I was firing off and then, very calmly, explained to me that she was not the enemy and would help me get to the bottom of things. Lisa will be watching for the paperwork and will follow it through to completion." During your recent call in April,  our client service representative walked you through our online portal registration. Best of luck to you with your retirement funds.My IRA rolled over into Millenium Trust, and I have been trying to get my statement and the ability to transfer my funds into my other account.

The information and links on the web page you are about to visit are not part of, under control of, or the responsibility of Millennium Trust.

Low and behold, they withheld taxes.We appreciate you bringing this situation to our attention. He said he would put a rush and have the transfer completed in the next 48 hours. Mrs Rae Kaplan was taught by the best bankruptcy attorney Melvin Kaplan and is the best kept secret in Chicago.Get protected from creditors with a firm YOU can trust at a very reasonable…""Exceptional! I really like going into the branch.

Millennium Trust Company is a leading financial services company offering niche alternative custody solutions to institutions, advisors and individuals. As you are aware, Sunwest Trust has chosen Millennium Trust Company to serve as the new custodian and administrator of your IRA. I see no funds deposited in either of my retirement accounts nor have a recieved any checks in the mail. Promises, promises....then nothing. She is one of our Senior Client Service Representatives who does a great job for our clients, and we are thrilled that you have validated that! We have been experiencing extremely high call volumes and did have to close early on Wednesday due to the extreme weather conditions, however, we were open on Thursday from 7:00am - 8:00pm CST. Export. Tracking Code* First Name* Last Name* Last 4 digits of SSN (XXXX)* Year of Birth (YYYY)* Millennium Trust Company performs the duties of a directed custodian and, as such, does not provide any investment, tax or legal advice. I just got a letter from Millennium Trust Company in Bedford Park, Il, telling me that I had a 401K that was left behind when I quit a company I used to work for. The company setup my account online and mailed me my new account information eventually that I discovered my lost investment from 10 yrs ago. While over the years , you contacted us several times and we sent you the instructions and followed up each time, we didn't receive the completed forms from you to process your request. Almost no wait on the phone. It is so refreshing to get this type of review when, as you mentioned, we often don't get the recognition when things go really well. Whether you are managing alternative assets, investment accounts or retirement funds, we are uniquely qualified to service your needs.The CARES Act doubled the amount that plan participants can borrow from qualified retirement plan accounts – from $50,000 to $100,000. You can visit us online at I got a notice about previous employer rolled over the 401k to Millennium Trust and followed the instruction provided to create an account to do so. Company Millennium Trust Company, LLC. Provides for investment authority of the Treasurer for the Millennium Trust, the Rockefeller Wildlife Refuge Trust and Protection Fund, and the Russell Sage or Marsh Island Trust Fund. They wont let you withdrawal without jumping through 1k hoops. My 401K account wound up at Millennium Trust as an IRA result of a transfer from a former employer of mine, without any say from me.