Midland IRA Streamlines the Process

Investment advisors and financial planners are turning to alternative assets to help clients truly diversify their retirement portfolios. Individuals who want a hands-on approach to grow retirement income enjoy the advantages of using self-directed accounts for this purpose.

Retirement accounts at Midland hold a large range of alternative assets. These include real estate, notes, hedge funds and private equity offerings. But, Midland is not a fiduciary and does not give investment, legal or tax advice.

Midland is adept at streamlining the process for portfolio diversification. We do so by providing exceptional services to investment advisors and financial planners as well as investors, Clients and/or their advisors choose the alternative investments for the self-directed account.

 

Midland as an Ally for Investing Solutions

Most IRA administrators only allow investments in products they sell, although some make special accommodations for high net-worth clients. However, the transactions are usually slow and cumbersome due to the lack of experience in alternative assets.

Midland does not sell investments. We do not limit investment options in the accounts we serve other than the limitations the IRS imposes on IRAs. For example, life insurance or collectibles are not permissible assets.

 

Types of Alternative Investments

Midland allows all types of alternative investments, including:

 

Working with Midland

Midland understands your clients are the most important aspect of your business. Therefore, Midland works with your clients as you deem necessary. We are happy to handle communication and paperwork directly with the client. However, if you prefer to do most of the communication yourself, Midland can limit communication to required security protocol.

 

Investment advisors and financial planners experience:

  • One-on-one personal assistance
  • Aggregated online account access (one login for an advisor shows all his/her client activity)
  • Simple transaction processing (including many electronic submission options)
  • Unprecedented speed (funding within 24 hours of receipt of required approved documents)
  • Alternative investment education; Midland has over 10 certified IRA specialists that know the ins-and-outs of processes and regulations
  • Competitive fees for clients with accounts at Midland

 

Investment Process and Timeline

Open a Midland Account

Open a Midland IRA account by completing our online application. Investor must supply pen- signed documents, a copy of their driver’s license, and a copy of their account statement.

Fund the Account

Fund the account via IRA to IRA transfer, rollover, or contribution by completing the appropriate form found here.

Make the Investment

Complete the appropriate form for the asset your client wishes to invest in by clicking here.

Note: Entire timeline length from day 1 ends within 3 weeks. Use the arrows (if present) to scroll through the entire timeline.