Equities – Stocks, Bonds, & Mutual Funds

While Midland specializes in alternative investments, we understand that true retirement account diversification can include a mix of self-directed assets and publicly traded securities. This is why Midland has established a relationship with TD Ameritrade to allow you the ability to invest in equities under the umbrella of your Midland account. By opening a Midland-TD Ameritrade brokerage account, you give yourself the power of ultimate diversification.

Retirees with Friends Outside

Equities/Brokerage Account Responsibilities

Brokerage Account Responsibilities by Party

Equities Allowed in a Brokerage Account

You can invest in the following securities using your Midland-TD Ameritrade account:

MUTUAL FUNDS

Includes
open-ended
mutual funds

EXCHANGE TRADED FUNDS

ETFs

INDIVIDUAL STOCKS

Includes Pink
Sheet and
Bulletin Board

FIXED INCOMES

Bonds, CDs,
Treasuries

Equities/Brokerage Account FAQs

What is the Relationship Between Midland and Td Ameritrade?

How is the Account Titled at TD Ameritrade?

Is There Any Advantage in Going With a Midland-TD Ameritrade Brokerage Account?

How Long Does It Take for My Account to Be Opened?

How Long Does It Take for the Funds to Be Reflected in My Account?

How Do I Report the Value of My Midland-TD Ameritrade Brokerage Account at the End of the Year?

Why is the Value I See in My TD Ameritrade Portal Different From What is Listed on My Midland360 Portal?

Can I Have Both a Roth Ira and Traditional IRA Midland-TD Ameritrade Brokerage Account?

Will I Have a Direct Point of Contact Over at TD Ameritrade?

How Do I Log Into My TD Ameritrade Online Account?

Can I Buy and Sell Securities Using My Smartphone?

Can I Move Money From My Midland-TD Ameritrade Brokerage Account to an IRA I Have Directly With TD Ameritrade and Vice Versa?

What Are the Fees?