Mainstar Trust provides outstanding custody service at a great price, enabling financial advisors to utilize both self-directed IRAs and taxable accounts for greater client investment flexibility to meet long-term savings objectives. Mainstar Trust, a leader in alternative investment custody, provides personal custodial services to all 50 states. Mainstar Trust is a custodian that understands financial advisor needs and is accessible, knowledgeable, and reliable.
The wide range of asset and account types supported by Mainstar Trust is listed below. Click on any individual item to learn more.
Assets on Mainstar Platform
Account Types Supported
|Reg D Products, Private Equity Funds||Traditional IRA|
|Private Stock||Roth IRA|
|Hedge Funds, Oil & Gas Funds||SEP IRA|
|Limited Partnerships||SIMPLE IRA|
|Limited Liability Companies||Inherited IRA|
|Non Traded REIT, BDCs||Individual 401(k)|
|Private Lending Products||Individually Directed Account|
|Common/Preferred Stocks||Health Savings Account (HSA)|
|Corporate Bonds||Taxable Account|
|Certificates of Deposit|
In addition to our proficiency at holding a broad range of investments, Mainstar Trust is the expert that you and your clients can rely on to navigate the self-directed IRA and taxable account compliance requirements mandated by the Internal Revenue Code. There are many benefits to working with Mainstar Trust:
First, review the sponsored products you support with Mainstar Trust to ensure the assets are available on the Mainstar Trust platform. Preapproval of sponsored products ensures that your client has the best possible experience and minimizes delay.
Then, assist your client with establishing a Mainstar Trust retirement or taxable account by reviewing and completing the appropriate account kit for your client. Within each kit, you will find the Mainstar account application, transfer/rollover and purchase authorization form needed to transfer the asset in cash or in-kind. Click here to select the account option and kit of choice.
Other key forms you will need to support your client: