Midland OnePath

Click to commit technology

Simplified and personalized investment process

No setup cost

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

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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
  • E*TRADE
  • Fidelity
  • Kingdom Trust
  • Madison Trust
  • Mass Mutual
  • New Direction
  • Pershing
  • RBC Wealth Management
  • Robert W Baird
  • Self Directed IRA Services
  • TIAA Institutional
  • TransAmerica

FAQs on Midland OnePath

How do I set up my investment offering on the OnePath portal?

Provide us the offering documents and complete a brief Midland questionnaire online. Within 2-3 business days, you will receive a unique link to the offering. You set up each offering only once.

If I have an investor that is ready to invest using their old 401(k) or IRA, how do I get them set up?

Provide the investor your offerings’ unique OnePath link. They can also contact Midland for personal assistance.

How long does the investment process take using OnePath?

The IRA is set up immediately upon completion of the online link. Midland can also sign subscription documents with the IRA listed as the investor. We will email them for immediate review. Upon receipt of certified funds in the Midland IRA, we can wire them to you for the investment the next business day.

What if our investment documents change or our share price changes?

It is important to notify Midland immediately when new versions of your investment documents become available. You should also inform Midland if there are changes in share prices or bank account changes occur. Midland OnePath completes this information for new investors. So, Midland must be provided with the latest updates regarding the investment to stay accurate.

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.