Always looking to deliver the best possible client experience, Midland has leveraged technology with our online application and DocuSign-enabled investment process. With our new OnePath technology, Midland marries these two processes into one, link-based application. We’ve consolidated a multi-step exercise into one streamlined experience. This means faster funding and less 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 the movement of their funds, and authorize an investment into the fund after inputting their personal information just once. OnePath technology populates investment documents based on a fund’s unique details and the personal information entered by the investor. 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 at in the Midland process.
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 doing it that we’ve learned some important lessons. Our Capital Raise Guide shares those lessons with you along with the benefits of sourcing IRA funds, the types of IRA accounts that an investor can use, and the benefits of using Midland as your only custodian.
To make it even easier, we’ve included some marketing language you can cut and paste to use in your efforts, an outline of our process so that you know what’s involved for you and your investors and common investor mistakes that we see every day.