IRA Account Setup Process
you will find the steps involved with opening a self-directed IRA account with
- You will need to roll your IRA
to a futures friendly IRA custodian. We primarily work with Midland IRA
and have a special with them to waive setup fees for our clients.
- For this special to apply,
you will need to type, EdgeClear, into the group/referral code
section at the very beginning of the Midland application:
- Midland IRA Intro Video: https://www.midlandira.com/futures-forex/
- Our primary contact at Midland is Rita Woods. Rita's
contact info is listed below in case you have any questions.
- Phone: 312-235-0300 ext. 312
- Email: firstname.lastname@example.org
- You then fill out the Edge Clear account application
and choose IRA (if no IRA option, choose individual) account type.
- Once your application is approved on our end, we will
then send the application to Midland for them to approve and countersign.
- Once approved on our end and Midland’s end you, can
fund your Edge Clear account from Midland. All incoming/outgoing
funds will go through Midland directly. Midland will be help
you through the funding process, however, we are available to help!
Do you accept IRA accounts?
IRA and retirement accounts are accepted at Edge Clear. We urge clients to use caution when using retirement funds for high-risk investments like futures. These accounts need to be opened with a custodian that allows for alternative investments. ...
What Type of Accounts can Edge Clear Open?
Edge Clear can facilitate the below account types based on your investment goals: Individual Joint (JTWROS & Tenants in Common) Corporate LLC Trust Partnership IRA To open an Edge Clear account, please Click Here!
Auto Liquidation Rules
When trading at Edge Clear on certain data providers, your account at the FCM may be subject to certain risk mitigating measures to hopefully avoid the risk of a debit. These measures usually fall under: Minimum Account Balances: A predetermined ...
Minimum Account Size
We typically require $5,000 initial funding for all contracts and $1,500 if you only trade the Micro contracts, however, account size can vary and is dependent on what your objectives are and what markets you plan to trade. Some markets require more ...
Does Edge Clear accept Corporate Accounts?
Yes, we can open corporate accounts. Please Click Here to see what type of accounts can be opened through Edge Clear.