Client Center

Midland360 Login

Manage your account by logging on to our robust client portal.

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Securely Upload Documents

Upload and send documents securely in a click of a button.

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Forms

Find a form to make an investment, fund an account or manage your account.

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Contact Us

Call us, send us an email, or stop by one of our locations.

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Understand My Account

How do I update my FMV?

Update your FMV by using your Midland 360 online portal. You may also update your FMV by submitting a fair market valuation update form.

What is my Required Minimum Distribution (RMD)?

Calculate your RMD using our online calculator. We recommend consulting with your CPA or tax advisor to get the exact RMD amount.

What can I invest in?

Self-directed IRAs can invest in alternative investments such as: real estate, futures and forex, private lending, crowdfunding, precious metals, private equity, hedge funds, and more.

What is a prohibited transaction?

View our prohibited transactions guide.

How much money can I contribute to my account?

There are different contribution limits depending on your account type. View the contribution limits.

What are my fees?

View our fee schedule. Fees are charged on an annual basis based on the number of assets in your account or based on the total account value.

Manage My Account

I need to fund my account

Fund your account by making a personal contribution, IRA to IRA transfer, or by making a rollover from a 401(k) or other Qualified Plan. You can fund your account by filling out the appropriate form or by logging into your Midland 360 client portal.

I need to make an investment

Make an investment by logging onto your Midland 360 client portal and using the online buy feature. Or complete a purchase authorization form.

What is my Required Minimum Distribution (RMD)?

Calculate your RMD using our online calculator. We recommend consulting with your CPA or tax advisor to get the exact RMD amount.

I need to update my FMV

Update your FMV by using your Midland 360 online portal. You may also update your FMV by submitting a fair market valuation update form.

I need to make an update to my account

Update your contact information by completing this form. To update beneficiary information this form will need to be completed.

I need to make a deposit

Make a deposit by completing and submitting our deposit coupon.

I need to sell an asset

Complete this form to sell a portion or an entire asset in your account. If you’re withdrawing from a trading account use this form.

I need to take a distribution

You may request a distribution by logging onto your Midland 360 online portal or complete this form to take an IRA distribution and this form to take a 401(k) distribution.

I need to pay a bill

Submitting a bill payment is easy using your Midland 360 online account. Click here for instructions to pay your bill online. If you would like to submit a bill via mail or email, you may fill out the payment authorization form.

My tenant or borrower needs to pay their rent or interest payment

Create a login for your tenant or borrower to make rental and interest payments online. Once the login has been created, your tenant or borrower can login to our payment portal to make their rental or interest payment. Tenants may also mail in any rent or interest payments along with a deposit coupon.

How often do I receive statements from Midland IRA?

You will receive paper statements from Midland IRA annually and can check your statements online at any time.

Midland Media

Read a recent blog or watch one of our past videos.

Midland Podcasts

Listen to our Alternative Investments Podcast

Ask the Expert

Have a question? Ask an IRA or 1031 exchange specialist.

Event or Webinar

Attend an upcoming event or webinar

Blog

Read our blogs

IRS Dates

Important IRS dates to know

RMD Calculator

Find your Required Minimum Distribution

Midland IRA

Learn about Midland IRA

Contact Midland IRA