Set up a new investment with Midland

Confirmation within 24-48 hours

No setup cost

Complimentary OnePath for applicable investment types

Midland requires this information form to be completed prior to onboarding IRA investors. This document helps our office better understand the nature and expectations for the investment in order to determine administrative feasibility while also tailoring our personal service to provide an excellent customer experience. Midland does not perform due diligence on any investment offering. We do not need performance reporting or audited financials, and Midland does not review for investment viability or suitability.

Get your investment set up with Midland by completing the form below.

Step 1 of 5

  • Issuer Information

Does your investment offering have a subscription agreement? If so, consider Midland OnePath.