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.
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 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
Benefits of Midland OnePath
CLICK TO COMMIT TECHNOLOGY
SIMPLIFIED AND PERSONALIZED INVESTMENT PROCESS
NO SETUP COST
Midland OnePath FAQs
How Do I Set Up My Investment Offering on the OnePath Portal?
If I Have an Investor That is Ready to Invest Using Their Old 401(k) or IRA, How Do I Get Them Set Up?
How Long Does the Investment Process Take Using OnePath?
What if Our Investment Documents Change or Our Share Price Changes?
Our Capital Raise Guide gives you access to the information and tools necessary to raise capital through investors’ IRA funds.