Midland OnePath is a patented technology solution that minimizes client effort in self directing their investment choices. With most IRA custodians, processing a transaction is a three step process.

  1. Opening the account
  2. Funding the account
  3. Authorizing the investment transaction

At Midland, we have combined these three steps into one. Investment Sponsors supply Midland with their investment documents. Midland will then create a personalized OnePath link specific to their investment offering. As Investment Sponsors direct their clients to this link, clients are rewarded with a simple, turn-key solution to completing all requirements at the same time! No more back and forth communication as to the “next steps” in the process.