Financial Professionals

Investment Sponsors

How Investment Sponsors Work with Midland IRA

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Advisors

Investment Advisors and Financial Planners

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Trading Professionals

Futures, Forex and Commodity Brokers

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Set up an Offering

Set up an offering for custody

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Escrow Services

Transact safely with Midland short or long-term escrow services

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About Midland IRA

The Midland family of companies is a leading custodial services provider in the United States focused on self-directed IRA accounts, 1031 exchanges, and private fund custody services. In business since 1994, Midland prides itself on being the most responsive company in its industry by providing personal service representatives to each client and driving efficient operations across the firm. The Midland family of companies are all privately held and include Midland Trust Company, a South Dakota publicly chartered trust company, Midland IRA, Inc., an IRA and private fund custody servicing company, and Midland 1031, a Qualified Intermediary service provider. Midland began as a two-person accounting firm on Sanibel Island and has grown to a specialized service trust company with offices and clients nationwide. Midland is focused on providing clients with as many opportunities as possible to defer or eliminate taxes through both self-directed saving plans and 1031 exchanges. Midland’s services give our clients complete control over their retirement investment decisions by allowing them the ability to self-direct in real estate and other alternative assets while our 1031 services focus on tax-free exchanges for real estate investors.

Private Fund Custody

Midland Trust Company is qualified custodian that offers this service to private funds and organizations to add an intrinsic value of transparency and separation per the requirements of the Custody Rule. Midland offers both full custody and document custody services. Learn more.

Midland OnePath

Simplify your client on-boarding process by leveraging Midland OnePath and let our technology do the work for your IRA investors. Midland OnePath simplifies the investment process by creating a customized link that you can send to your clients to invest in your offering using a self-directed IRA.

How Can Midland Help Me As An Investment Sponsor?

Midland can help with capital raises by working alongside to make the process seamless for both the investment and the investor. With Midland OnePath, a new investor can set up an account and grant us the needed authorizations in a matter of minutes which creates a quicker turnaround for investments and less confusion for investors.

How Can I Get An Asset Approved On Midland's Platform?

It’s simple – provide us a copy of your investment’s offering docs and complete our brief Asset Information form. We will have your offering set up in 24-48 hours, and it’s ready to start receiving IRA investors. Click here to fill out the asset information form.

Why Midland?

Midland leads in technology and service. With a nearly entirely paperless process, investors can open, fund and invest without a hassle. They can complete the entire process in 20 minutes or less. If they do have any questions – they can reach their dedicated representative directly. Midland offers a true one-to-one relationship for all of your investors – and you!

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