Use a Mainstar Trust Account to Invest in Common/Preferred Stock

Mainstar Trust fees for accounts holding Common/Preferred Stocks:

  1 Stock 2 Stocks 3 Stocks 4 Stocks
Annual Account Fee $130 $130 $130 $130
Annual Asset Fee $0 $0 $0 $0
Total Annual Cost*/** $130 $130 $130 $130

* Does not include one-time set-up fee of $25, transaction activity fees, or fees related to other holdings.

** Annual account fee may differ by account type. 

For a complete list of Mainstar Trust fees click here.

Once you’ve opened your Mainstar Trust account (see » below) and selected an investment, email the following required documents to or contact us at 800-521-9897:

  • Completed Mainstar Trust purchase authorization form
  • Copy of executed trade confirmation including:
    • The financial institution placing the trade. If Mainstar Trust facilitates the trade, the broker's applicable commission will be included in the purchase cost.
    • Price the trade should be executed at
      • For Limit Orders (provide fixed share price)
      • Market Order
    • Dollar or share amount of purchase
    • CUSIP number or Stock symbol

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