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Account Open Request
Now that the account open request has been submitted, the next step is to complete the Account Funding form. To make sure there is not a delay in the process, please submit the Account Funding form within 10 days. Other forms associated with the account do not have a specific timeline.

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Account Open Request
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Account Open Request
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Welcome

Account Open Request
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Welcome to Millennium Trust Company. We're glad you're here.
Please use this secure process to complete the account agreement and open your account with Millennium Trust. We take your data privacy and security seriously. This form is encrypted so your personal information is kept secure.

What you need to complete this form:
Identifying information - Tax identification no. (e.g. social security number) and date of birthPersonal Contact information - Legal residential address, e-mail address, phone numbersBanking information - Your ACH routing and account numbers or Credit Card information
After completing this form you will be able to:
Fund your account Designate your Beneficiaries Provide an Investment Direction Assign Third Party Users
Ready to get started? Click "Next"

Getting Started

Account Open Request
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Open an Account

If you are unable to locate the account type that you are requesting, please contact client service for assistance.
You have two options for completing this online application:
1) You can pre-fill this application and then have your client review & e-sign later. 2) You may complete the form now and have your client review & e-sign while they are present.
How would you like to proceed? *
Who will be paying your client’s Millennium annual account fee? *
Please select an account type *
Please select the type of retirement account *
Please select the custody account type *

Referral

Have a referral code from an advisor or special promotion? Click "Yes" and enter the 3-digit code.
Do you have a referral?

Referral Code

If applicable, enter your referral code.
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Referral Code
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Please fill in the name, state and city of your referral below.
Are you an Advisor?
If you are an advisor opening an account for your client, please click here.

Referral Information

If you were referred but do not have a 3-digit code, please complete this section. All information is required.
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Preferred Contact Details
Referral Information
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You may continue with the account opening process without the referral code by clicking the 'Next' button.

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Investment Advisor

Account Open Request
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Designation of Investment Advisor

I hereby designate and appoint the firm or individual identified below as my advisor ("Advisor") for my account at Millennium. My Advisor may (1) view my IRA online; (2) receive account statements; (3) discuss my account with Millennium; (4) to the extent there are sufficient funds in my account, direct the purchase in my account of (i) traditional assets; and (ii) additional investments into alternative assets that are then currently held in my account; (5) direct the full or partial sale, liquidation or collection of any assets held in my account; and (6) direct the transfer of funds from my account at Millennium to my Brokerage Account with a designated third party.
Preferred Contact Details

Address

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Account Data Sharing

Your account data can be shared between Millennium and your Advisor or Brokerage Firm to help facilitate the management of your account by your designated Investment Advisor. By checking Yes below, you agree to have your Millennium account data shared and will be able to facilitate easy transfer of funds between your Millennium account and a designated brokerage account.
Do you allow your data to be downloaded and shared with a third party reporting system? *
Authorization
I hereby instruct Millennium without any further directions from me to (i) provide the daily positions including valuations, and transaction activity ("Client Data"), for my account with Millennium to my Brokerage Firm (Collectively, "Brokerage Account"); or (ii) accept instructions from my Investment Advisor to download my data directly to any other third-party portfolio management system provider utilized by my Investment Advisor.

In providing these standing instructions, I acknowledge, confirm and agree that (i) the Brokerage Account is distinct and separate from the account at Millennium; (ii) these instructions do not provide the Brokerage Firm any authority as to, responsibility for, or interest in the account with Millennium; (iii) these instructions do not provide Millennium any authority as to, responsibility for, or interest in my Brokerage Account; and (iv) Millennium shall honor the authorization(s) given herein and otherwise by me to the Investment Advisor until such time as Millennium receives written notice from me that such authorization(s) have been revoked.

Personal Information

Account Open Request