I've spent the last 10 years trying to recover a retirement fund that was moved over there by a previous employer. Vanessa, I left you a direct message to contact me at your earliest convenience.So, due to hardship in the face of this pandemic (i.e. This company has been so difficult to work with.Thank you for taking the time to leave us a review. We are committed to assisting you with your inquiry as quickly as possible.

Supported by Temenos Infinity, Millennium Trust ensures that customers can access its services with speed and convenience. I've requested to have both of my accounts rolled out of MTrust via fax and online and now I have no account to either of my accounts to check the status of the roll over.
This is on us. Bob Kunimura continues: “We believe that 72 percent of our clients now enjoy fully automated straight-through-processing, without the need for any of our operations team members to intervene during the application. I receviced an email from them to set up a new account online but still it came back with the same message to tell me to call them again. We apologize for this confusion and appreciate your patience with us as we get this corrected for you.I've had the worst assitance with their staff and company over the course of multiple phones calls and email ever since my account was rolled over here. ARP-008 04-20 AUTOMATIC ROLLOVER . By digitizing these steps, Millennium Trust also realized that it could significantly reduce the workload of its internal operations teams, who were tasked with entering the customer information into its systems and chasing up extra details.Deployment process, including testing and integration with its core banking, accounting and document repository systems, in just six months Bob Kunimura, Chief Technology Officer at Millennium Trust Company explains: “We wanted to redesign our onboarding and transaction process to ensure a faster, frictionless customer experience. We have tried to reconnect you with your funds since we first spoke in early September of 2014. Journey Manager, part of Temenos Infinity, delivers outstanding banking customer acquisition and onboarding journeys.

Whether it's the custody of alternative assets, investment accounts or retirement funds, Millennium Trust is uniquely qualified to support our clients' success. The fee structure was agreed upon by your former plan sponsor when they rolled your account over to us.

This is his direct number so you won't have to wait in our call queue. May i ask that you give Marlene, one of our client servicing managers a call directly at 630-472-5301 and she will work to get your request expedited.We appreciate your patience and are dedicated to resolving your request as soon as possible.EDIT 2 - The associate I spoke with after leaving this review called to let me know that they received my paperwork and my accounts were in the process of being rolled over, which is now complete. I will be sure to share this feedback with the appropriate areas. Welcome Sunwest Trust Clients. I would recommend this store solely based the way she treated my wife and I.""Exceptional! When I reached a representative on Tuesday morning he said that they received my request over three weeks ago, and that he doesn't understand why it hasn't been processed. Monique you are the REAL MVP!! Temenos has helped over 3,000 clients accelerate their digital transformation by offering proven implementation strategies.Temenos Infinity is a digital banking product focused on customer experience.Temenos Transact is the next generation in core banking.Temenos Payments is a payment hub supporting traditional and real-time payments.Temenos Multifonds combines investment accounting and transfer agency capabilities on a single, global platform.Temenos Compliance Advisory Services provides unlimited access to compliance experts and resources.Temenos Quantum delivers digital transformation through multiexperience solutions.Temenos AI enables smart, contextualized banking using explainable models.Our products are built on the single integrated Temenos Platform using the most advanced cloud-native, cloud-agnostic, AI, API-first and DevOps technologies and tools. I'd recommend him to everyone needing tax preparation. Once that paper work is received, we will expedite the processing for you. I have been avoiding going through this until today, and wow.SHAMEFULL! To learn more about managing and accessing your account through this process including important dates, necessary forms, and frequently asked questions, visit the Sunwest Trust landing page.Millennium Trust empowers clients with trusted expertise, exceptional service and access to a wide range of custody solutions.

Today, the firm manages $26.4 billion in client assets. 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.
However, their system is very weird and bad as they charge for everything even statements.Thank you for sharing your feedback. Every agent tells a different story on the phone. The scalability and security of the Temenos solution also gave us the confidence it would handle surges in application volumes without a hitch.”Using the Temenos solution, Millennium Trust developed an easy-to-use, omnichannel account opening process.

But, do you know the pros and cons?The firm focused on providing access to its broad selection of retirement solutions, as well as its robust service team and online resources in the first quarter of 2020, in order to help clients during the coronavirus pandemic.Prior to the coronavirus crisis, relatively few Americans had enough liquid assets set aside to cover three months of expenses. High maintenance fees and expenses, When you do have a problem they couldn't be more unhelpful.

Whatever you do, do NOT sign up with Millenium Trust, they are NOT trustworthy.Thank you for getting in touch with us again. 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.