Do you want access to PEOPLE and tools that
MAKE investing your retirement funds easy?
Choose MIDLAND. Yes. It really is that simple.

Midland Trust provides exceptional, professional service on a personal level to our clients. We have been in the industry for over 25 years. We provide administrative services to ensure your self-directed investment accounts fall within the limits of IRS rules and regulations. Midland Trust also offers a cutting-edge educational curriculum designed for all types of investors. Learn how self-directed accounts can build wealth at a faster pace than traditional methods may. Midland does not offer investment advice or opinions. We allow you to achieve true investment freedom and the power to choose your investments.

Midland is not a broker/dealer and does not sell any investment products. This means we allow a wider range of investments within the accounts here. As we do not sell anything, we do not charge commissions. Instead, we charge flat fees to hold alternative assets within retirement accounts.

By law, the IRS prohibits life insurance and collectibles. Any other type of investment can be held in an account at Midland. These investments include real estate, futures/forex, private equity, hedge funds, and more!

Midland is not a fiduciary. You will need to direct Midland on how you would like to invest your account. You will also be responsible for providing annual asset valuations to ensure proper reporting of your account value.

Midland has a dedicated service team available by phone to assist with any questions you may have regarding your account. Phone hours are Monday – Thursday from 8:00 am EST to 6:00 pm EST, and Friday 8:00 am EST to 5:00 pm EST. Individual representative availability varies by location. Our service team is also available through email, online chat, in-office, and virtual appointments. As a Midland client, you have 24/7 access to your online Midland Client Portal to view all of your account details.

While Midland does custody most retirement account types, we service a wide variety of non-retirement accounts.

• We hold Health Savings Accounts (HSA) and Education Savings Accounts (ESAs) which are tax-advantaged savings accounts.
• We work closely with real estate professionals and individual investors to act as a 1031 Exchange Qualified Intermediary.
• Midland also has services that appeal to private funds and organizations through Private Fund Custody.
• We offer Custodial Accounts for individuals, joint account holders, and trusts to allow investors to use non-retirement funds.