Welcome to the new Mainstar Trust website! New features include a secure link to upload documents and an easy-to-use link to pay fees via credit card.
Welcome to the new Mainstar Trust website!
Self-Directed IRA
Getting Started
Investor Type
Individuals
+
Traditional IRA
Roth IRA
Inherited IRA
Rollover IRA
Individually Directed Account
Small Business
+
Simple IRA
SEP IRA
Financial Professional
+
Financial Advisors
Investment Sponsors
Real Estate Professionals
Asset Types
Private Placements
REITs
BDCs
Real Estate
Private Lending
LLCs
Limited Partnerships
Common & Preferred Stocks
Mutual Funds
Annuity Policies
Corporate Bonds
CDs
Government Securities
Crypto
Why Mainstar?
Our Team
Community Impact
Investor Resources
Blog
Investor Education
FAQ
Fees
Pay Invoice/Fees
Search
Contact Us
Forms
Trust Reporter Login
Pay Invoice/Fees
Secure Upload
Open An Account
Self-Directed IRA
Getting Started
Investor Type
Individuals
+
Traditional IRA
Roth IRA
Inherited IRA
Rollover IRA
Individually Directed Account
Small Business
+
Simple IRA
SEP IRA
Financial Professional
+
Financial Advisors
Investment Sponsors
Real Estate Professionals
Asset Types
Private Placements
REITs
BDCs
Real Estate
Private Lending
LLCs
Limited Partnerships
Common & Preferred Stocks
Mutual Funds
Annuity Policies
Corporate Bonds
CDs
Government Securities
Crypto
Why Mainstar?
Our Team
Community Impact
Investor Resources
Blog
Investor Education
FAQ
Fees
Pay Invoice/Fees
Forms for Account Holders
Search
Account Opening
PDF
Docusign
Traditional IRA Printable Account Opening Kit
Roth IRA Printable Account Opening Kit
SEP IRA Printable Account Opening Kit
SIMPLE Printable Account Opening Kit
EBP Printable Account Opening Kit
Inherited Traditional Spouse Beneficiary Kit
Inherited Traditional Non-Spouse Beneficiary Kit
Inherited Roth Spouse Beneficiary Kit
Inherited Roth Non-Spouse Beneficiary Kit
Financial Advisors
PDF
Docusign
Change of Address for Representative
Third Party Authorization
Third Party Authorization - Employee Benefit Plan
Third Party Authorization - Individual 401(k) & EB
Investment Sponsor / Asset Company Forms
PDF
Docusign
Asset Information Worksheet
Asset Information Worksheet for Notes
Optional Forms
PDF
Docusign
Account Statement & Invoice Option
Advisor Fee Payment Request
Cannabis Industry Special Asset Risk Disclosure
Change of Address for Accountholder
Change of Beneficiary
Contribution and Investment Selection - Roth
Contribution and Investment Selection - Traditional & SEP
Designated Beneficiary Election
Direct Conversion Request - Roth
Distribution Request
Dividend Change Request
Durable Power of Attorney Sample
Fee Disclosure
Notice of Permission
Online Account Access Form
Purchase Authorization
Real Estate Payment Request
Recharacterization Election
Sale Authorization
Third Party Authorization
Transfer Direct Rollover Request
Contribution and Investment Selection - HSA
HSA Mistaken Distribution Repayment
Individual 401(k) - Transfer Request
Individual 401(k) Deposit Form
Individual 401(k) Distribution Request
Individual 401(k) IRS Opinion Letter
Taxable Account Corporate Signature Authority
Withdrawal Request - Employee Benefit Plan Only
Withdrawal Request - HSA Only
Withdrawal Request - Taxable Account Only
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