Attention current clients!! Learn how to utilize your online client portal to it's fullest potential! During this live webinar, we will demo the Midland 360 client portal and show you how to pay bills, request distributions, view recent transactions, and how to use the new online buy system. You'll also have a chance to answer any questions you might have.
Agenda
Bill pay
Requesting distributions and contributions
Viewing statements
Securely uploading documents
Midland's online buy
Webinar ID
243b51c43686
Presenter
Joe Bergantino
Midland IRA Chicago
Originally from Rutherford, New Jersey, Joseph attended New Jersey Institute of Technology where he earned a Bachelor of Science. Having spent his entire life in New Jersey, Joseph decided it was time to venture to a new city and moved to Chicago. Since joining the Midland team, Joseph has served as an integral part in assisting clients with their Self-Directed IRAs, specifically Futures and Forex trading accounts.