Midland Trust is always looking to deliver the best possible client experience. We leveraged technology with our online application and DocuSign-enabled investment process. With OnePath, Midland marries these two processes into one, link-based application. We’ve consolidated a multi-step exercise into one, streamlined experience. OnePath means faster funding and fewer steps for investment managers and their investors.
Watch this short video to learn more about Midland OnePath
How Midland OnePath Works
Fund managers only provide investment documentation once through this link. After your investment is on OnePath, we provide you with a vanity URL to send to your investors. Using that OnePath link, investors can open a retirement account, initiate their fund’s movement, and authorize an investment into the fund. Investors only have to input their personal information once. OnePath technology populates investment documents based on a fund’s unique details and investor’s personal information. The investor electronically signs the documents and approves the investment. Fund managers can then track investor progress using their own Midland OnePath access, so you always know where investors are in the Midland process.
Custodians That Accept E-Signatures, Making the OnePath Set Up Fast & Easy
Clients transferring their IRA from these custodians experience a completely paperless process. For those setting up with Midland OnePath, your process will be fast and easy if using one of the below custodians.
- Charles Schwab (with medallion)
- Commonwealth Financial Network
- Kingdom Trust
- Madison Trust
- Mass Mutual
- New Direction
- RBC Wealth Management
- Robert W Baird
- Self Directed IRA Services
- TIAA Institutional
FAQs on Midland OnePath
Raising capital has never been easier when you use retirement accounts. Raising capital is hard work, but we’ve worked with enough firms to learn some important lessons. Our Capital Raise Guide shares those lessons. The Guide also provides benefits of sourcing IRA funds, types of IRA accounts an investor can use, and benefits of using Midland as your only custodian.
To make it even easier, we’ve included some marketing language you can use in your efforts. We also provide an outline of our process so that you know what’s involved for you and your investors. We point out common investor mistakes to prepare for and prevent them from you and your investors.