Thank you for completing our New Investment form!

What’s Next?

We will now review the details of your investment to determine its administrative feasibility. If approved, you will receive a confirmation via email within 24-48 hours. If additional information is required, a Midland representative will contact you shortly.

*Please note, Midland does not review your investment for viability or suitability.

Tools to Help Your Business Succeed


Midland OnePath

Does your investment offering have a subscription agreement? If so, consider Midland OnePath! This tool is complimentary for applicable investment types.


Capital Raise Guide

Our Capital Raise Guide gives you access to the information and tools necessary to raise capital through investors’ IRA funds. This guide includes:

Midland Capital Raise Guide Cover
  • Benefits to alternative fund sponsors
  • Fee comparison
  • Helpful tips and marketing language
  • Types of portable accounts
  • The Midland process
  • Answers to common questions
  • Investor mistakes to avoid
  • Testimonials

Use Midland for All Investors

Why should you use Midland for all of your investors?

  • Smooth onboarding experience
  • Remove the guesswork
  • Add a layer of security for your investors
  • Faster funding