IRA Account Setup Process

IRA Account Setup Process

Below you will find the steps involved with opening a self-directed IRA account with us.  

IRA Account:  

  1. 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. 
    1. 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: 

                                          i.    

  1. Our primary contact at Midland is Rita Woods. Rita's contact info is listed below in case you have any questions.
    1. Phone: 312-235-0300  ext. 312
    2. Email: rwoods@midlandira.com
  1. You then fill out the EdgeClear account application and choose IRA (if no IRA option, choose individual) account type. 
    1. Once your application is approved on our end, we will then send the application to Midland for them to approve and countersign.  

  2. Once approved on our end and Midland’s end you, can fund your EdgeClear 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!