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Contact Mainstar Trust at 1-800-521-9897 to see if Mainstar Trust has already accepted the specific Non-Traded REIT or BDC as administratively feasible.
If the REIT or BDC has not been accepted for administrative feasibility, contact your advisor or the product sponsor to provide the following required documents to Mainstar Trust:
- Completed Mainstar Trust Asset Information Worksheet
- Articles of Incorporation or Articles of Organization
- Prospectus or Memorandum
- Subscription documents
Email all documents to firstname.lastname@example.org for review and acceptance prior to opening an account or executing a purchase.
Once Mainstar Trust has accepted the Non-Traded REIT or BDC as administratively feasible, open your Mainstar Trust account (see » below). Then email the following required documents to email@example.com or contact us at 800-521-9897: