Welcome to the new Mainstar Trust website!

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 $110 $110 $110 $110
Annual Asset Fee $0 $0 $0 $0
Total Annual Cost*/** $110 $110 $110 $110

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

**Annual account fee may differ for Individual K, HSA, EBP and taxable accounts. 

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 purchases@mainstartrust.com 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

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