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.
- Opening the account
- Funding the account
- 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.