Matt A Mhl

1099 r

I need a 1099 r for my taxes. You can email it. May I speak with someone please. I need a 1099 for my taxes. I feel like I am in school.
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Preferred solution: My 1099

Anonymous

This review is written by an individual who has purchased the reviewed product/service and/or confirms being a paying customer of this company. Check our FAQ

Verified Buyer
| map-marker New York, New York

My IRA

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Millennium Trust - My IRA
Lisa was wonderful in helping me walk through the portal to receive my IRA funds. I highly recommend lisa as she is relaxed, friendly, knowledgeable and very detailed oriented.
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User's recommendation: Lisa was wonderful in helping me walk through the portal to receive my IRA funds. I highly recommend lisa as she is relaxed, friendly, knowledgeable and very detailed oriented.

Charles S Twi

401 k

I used to work for ohio textile zanesville ohio. I have 2000 dollars I need to take out. To put in Huntington bank. I gave route ING number and account to be in
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Oris B

Check on account, about my money

Cannot talk to anyone, and I am not paying to speak to anyone, I'll just call Citizen's Advice services
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Loss:
$1000
Cons:
  • Hard to work with

Preferred solution: Full refund

Carroll F T

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer

IRA ACCT TRANSFERRED FROM CAPITAL ONE

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Millennium Trust - IRA ACCT TRANSFERRED FROM CAPITAL ONE
Customer Service (RUDE) If, I'm able to speak with someone. Plus the (Website is NOT USER friendly) It redirects to a Service not requested. The forms, I need has been unacceptable.
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Loss:
$24000
Cons:
  • Rude unfriendly customer service
  • Website not user friendly

Preferred solution: Deliver product or service ordered

User's recommendation: If you have Funds $$ that has been transferred from another financial institution ask for hard copies from millennium. Do to the fact there (Website) isn't user-friendly

Anonymous
map-marker Waldorf, Maryland

IRA ACCT TRANSFERRED FROM CAPITAL ONE

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Having trouble to transfer funds from Millennium to another institution. Customer Service personnel was rude. I just want to pull my funds and transfer my funds. Just keep getting a run around. Not Happy Sad
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User's recommendation: Get your funds and transfer to another institution

Anonymous
map-marker Philadelphia, Pennsylvania

Customer Service

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Unwilling to help, website not user friendly Been given the run around since my funds transferred over. This is bad service Sarcastic
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User's recommendation: Keep your funds if you funds here get them and run

William G Fpe
map-marker Texarkana, Texas

Can't talk with a person at Millennium Trust.

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I'm beginning to wonder if anyone works there I've been holding for client services for over an hour. Client services sucks.
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Preferred solution: Need an account statement.

Anonymous

Do you want to lose money?

Do NOT do business with this Millennium Trust (MT). They are deceitful & money hungry. My company went out of business & the organization that was holding our IRAs did an automatic transfer to MT. I can only suspect that MT pays kickbacks or something, because I don't understand why ANYONE would knowingly do business with this place. MT charges outrageous fees, even if all they're doing is holding your account & you do no activity. They charge a monthly maintenance fee (about which they never tell you). They charge $35 each to close accounts. They delay, delay & delay again the actual transference of your money -- probably because they longer they take, the more fees they can charge for 'maintaining' your account. I ended up losing money because of all their fees. I'm not kidding -- DO NOT give them your money.
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Reason of review:
Problems with payment

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