Welcome to Midland Trust

Thank you for choosing Midland! Congratulations on completing step one of your self-directed investing journey!

Step 1 – Open Your Account

Step 2 – Fund Your Account

Once you open your account, it is like an empty bank account that needs a deposit. Here’s what to expect in this part of the process. There are three ways you can fund your account.

Transfer From Another IRA

Rollover (From an Existing Employer Plan)

Contribution

Once we receive the funds, we will send you an email. You can check the status of your transfer by visiting your Midland360 client portal.

Step 3 – Start Investing

A member of our client services team will be reaching out to you to welcome you to Midland. They will discuss your investment intentions and arrange to have investment documents approved. They will also record a verbal verification of your upcoming transaction.

Tools

Your Account

Annual Requirements

Prohibited Transactions

About Midland