You will want to identify a few quality companies by researching here on BP and then chat with 2-3 at least.For static investments such as a single note or private stock, a custodian held account can be cost effective (Trust companies).If you will have a more interactive and time sensitive set of assets in your plan, a plan that offers checkbook control like the IRA LLC or Solo 401k will provide a more responsive platform.

For anyone venturing into this thread.While I did decide to go with PNC Bank (got all my paper work and talking to them today to do an application. fingers crossed), I had a follow up call yesterday from WF. 

Simply cross through the "x" in 9c(iII), put an "x" in 9c(I), and initial both changes.  

Hagerstown seems it is well suited to be a transportation hub with RR and interstates crossing there.

How was the application process as compared to a true hard money crowd funding platform?

Someone also told me that I need to be careful with crossing state lines?

I generally stick to realtor, MLS, zillow, or craigslist and cross reference any locations I see valuable or below market.

Fingers crossed, won't get any sleep tonight.

Fingers crossed that someone out there has a good lead for me!

Our real estate brokerage is planning to switch our transaction management system to the dotloop platform.