September Newsletter

September Newsletter

Midland Trust is Now Part of Equity Trust Company

Last month, we announced that Midland Trust was acquired by leading self-directed IRA custodian, Equity Trust Company. We will leverage both organizations' combined expertise and resources to offer clients and partners enhanced services and support. 

What does this mean for you?

Equity Trust and Midland Trust are committed to ensuring a smooth transition for both our referral partners and their clients by maintaining the high standards of service they have come to expect. Rest assured that your accounts and investments with Midland Trust will be unchanged; there is no action needed at this time. The same team members, resources, and services you rely upon will remain available. There will be no disruption to your services, and you will continue to work with the same team you've come to know and trust.

If you have any immediate questions, please don't hesitate to reach out to your account manager or our customer service team.

Read Press Release >

Potential SEC Changes to Impact Private Funds

The SEC has recently introduced new rules aimed at enhancing transparency and investor protection for private fund investors. These rules require increased disclosure of fund information, potential conflicts of interest, and the use of leverage. The changes intend to provide investors with better insights into their investments and potential risks.

​​​​​Read this article to explore some of the most impactful changes and how to prepare for them > 

Possible Changes to Accredited Investor Requirements

Midland Trust's Dan Hanlon sits down with David Olivencia of Angeles Investors to discuss the Accredited Investor Designation. They explore some potential changes, the reasons behind these proposals, and how they could broaden access to private investments.

Watch Now >

OnePath by Midland Trust

Do you want to minimize the number of touchpoints with your investor? If so, we hope you’re taking advantage of OnePath. ​This is Midland’s solution that minimizes client effort in self-directing investment choices. This technology allows new investors the ability to complete our application process and the investment direction, including your offering documents, all in one experience.

Once your investment has been set up for custody, simply ask your Midland representative to establish a OnePath link specific to your group. Just supply Midland with the investment details, and Midland will then create a personalized OnePath link specific to your investment offering.

Click here to learn more or to request your OnePath link today.

Midland Will Create a Custom Landing Page for your Investment Fund

Regardless of how you’re collecting your subscription packets, Midland can still help market your capital-raising efforts with our custom landing pages to showcase your firm’s partnership with Midland.  Link to your firm’s website, OnePath links, highlight fund-specific requirements, and so much more! We are happy to work with you to fully customize your page.

Request a Landing Page >

Capital Raise Guide 

Midland's Capital Raise Guides is the industry standard that investment advisors, fund managers, and real estate investment firms rely on to understand exactly how to increase their investor base through self-direction. We explain how anyone with a retirement account could use their IRA funds to invest in your offering.

Download Now >

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