Crowdfunding with Retirement Funds

The IRA market holds a collective $8.3 trillion in funds, presenting great potential for investment sponsors. Those who self-direct their retirement accounts use alternative assets to build wealth. And, crowdfunding is one of many options permissible in plans at Midland IRA.

Midland provides expertise you can bank on as a custodial solution for investors who use self-directed retirement plans. We build solid relationships with investment sponsors and their clients, who count on our vast knowledge of investing with self-directed funds. Our simplified process provides easy access to fast investing capital. Our skill ensures the administrative aspects of self-directed accounts follow IRS regulations.

The SEC now allows Regulation A offerings in addition to Regulation D options. This allows many opportunities for investors to grow wealth. As a result, investors are enjoying greater potential for diversification in retirement portfolios. Platforms and professionals can leverage their knowledge of self-directed plans to develop a broader client base.

 

Benefits for Investors

Midland clients have direct access to industry experts who make the investing process as seamless as possible. Crowdfunding with retirement funds provides great opportunity for diversification in retirement portfolios. Investors can work with professional venture firms or join groups that help source potential opportunities. They can also invest and use crowdfunding platforms on their own.

 

Benefits for Crowdfunding Professionals

Professionals can cultivate a broader client base from individuals who invest with retirement funds. If you know how these accounts work, you can identify more sources of capital. Midland works with you to educate your staff and clients, and to set up new accounts. Additionally, we ensure the administrative details of self-directed accounts follow IRS regulations.

Investment Process and Timeline

Request a Personalized Midland App

Let investors know they can use their retirement funds to invest. Then request a personalized self-directed account application link.

Post Your Personalized Application

Once you have the link to your personalized application, you can post it on your portal so investors can easily open a Midland account.

Make the Investment

Midland works with the platform, sponsor, and clients to fund new accounts and purchase desired assets. Now that your clients have made their investment they can log in to their Midland IRA account and track the progress.

Note: Entire timeline length from day 1 ends within 2 weeks. Use the arrows (if present) to scroll through the entire timeline.