Interested in establishing a 401(k)?
Contact our New Accounts Team for more information.
Client Referral Program
New Midland IRA clients are always excited at the prospect of truly self-directing their retirement plan. At the same time, they are often frustrated that they hadn’t been informed of the opportunity YEARS ago. Take this opportunity to share the secret of a TRULY self-directed IRA with your friends, family and colleagues. They will be happy you did! As a reward, when they open an account you will get a $50 credit applied towards your future Midland fees and the new client will receive a $25 credit towards their account setup fee! Certain restrictions apply. Contact our new accounts team for more information!
Important Notice Regarding Identity Verification
Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. We require that you provide your name, date of birth, taxpayer ID, address and ID information. During the account opening process, we may ask for additional documentation such as a copy of your driver’s license or other identifying documents.