Investment Advisors and Financial Planners

Midland IRA Streamlines the Process

Investment advisors and financial planners are turning to alternative assets to help clients truly diversify their retirement portfolios. Individuals who want a hands-on approach to grow retirement income enjoy the advantages of using self-directed accounts for this purpose.

Retirement accounts at Midland hold a large range of alternative assets. These include real estate, notes, hedge funds, and private equity offerings.

Midland is adept at streamlining the process for portfolio diversification. We do so by providing exceptional services to investment advisors, financial planners, and investors. Clients and/or their advisors choose the alternative investments for the self-directed account.

Consolidate Your Accounts

Midland provides custody solutions for both IRA and taxable accounts. In addition to retirement accounts, we hold Individual, Trust, and Joint custodial accounts to allow you to consolidate your business and ease the process of managing and reporting to clients.

Midland as an Ally for Investing Solutions

Most IRA administrators only allow investments in products they sell, although some make special accommodations for high net-worth clients. However, the transactions are usually slow and cumbersome due to the lack of experience in alternative assets.

Midland does not sell investments. We do not limit investment options in the accounts we serve other than the limitations the IRS imposes on IRAs. For example, life insurance or collectibles are not permissible assets.

Working with Midland

Midland understands that your clients are the most important aspect of your business. Therefore, Midland works with your clients as you deem necessary. We are happy to handle communication and paperwork directly with the client. However, if you prefer to do most of the communication yourself, Midland can limit communication to the required security protocol.

Types of Alternative Investments

Midland allows all types of alternative investments, including:

Investment advisors and financial planners experience:

  • One-on-one personal assistance
  • Aggregated online account access (one login for an advisor shows all his/her client activity)
  • Simple transaction processing (including many electronic submission options)
  • Unprecedented speed (funding within 24 hours of receipt of required approved documents)
  • Alternative investment education; Midland has over 10 certified IRA specialists that know the ins-and-outs of processes and regulations
  • Competitive fees for clients with accounts at Midland

Investment Process

Step 1: Open a Midland Account

Open a Midland IRA account by completing our online application. Investor must supply pen-signed documents, a copy of their driver’s license, and a copy of their account statement.

Step 2: Fund the Account

Fund the account via IRA to IRA transfer, rollover, or contribution by completing the appropriate form found here.

Step 3: Make the Investment

Complete the appropriate form for the asset your client wishes to invest in by clicking here.

The Timeline

Asset Review Process

This step typically takes 1-2 days.

Open a Midland Account

Account setup can be done quickly online – 15 minutes.

Fund The Account

The transfer/rollover process typically takes about 2 weeks.

Review & Sign Subscription Agreement

Investments can be executed next-day from receipt of executed investment docs & available cash (assuming 7 day right of rescission has passed).