Use a Mainstar Trust Account to Invest in a Mutual Fund

Mainstar Trust fees for accounts holding Mutual Funds: 

  1 Mutual Fund 2 Mutual Funds 3 Mutual Funds 4 Mutual Funds
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 have selected an investment, email the following required documents to or contact us at 800-521-9897:

  • Completed Mainstar Trust purchase authorization form
  • Completed Mutual Fund Application - Non-IRA version
    • Use the non-IRA application to ensure Mainstar completes any applicable tax filings and not the mutual fund company.

4 Easy Steps To Open Your Self-Directed IRA