Midland OnePath is a patented technology solution that minimizes client effort in self-directing their investment choices. With most IRA custodians, processing a transaction is a three step process.
- Opening the account
- Funding the account
- Authorizing the investment transaction
At Midland, we have combined these three steps into one. Investment Sponsors supply Midland with their investment documents. Midland will then create a personalized OnePath link specific to their investment offering. As Investment Sponsors direct their clients to this link, clients are rewarded with a simple, turn-key solution to completing all requirements at the same time! No more back and forth communication as to the “next steps” in the 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.