Your time is valuable. It only takes three simple steps to open a self-directed IRA with Mainstar Trust and get started on the next step in your retirement savings journey.
To open a Mainstar Trust self-directed IRA, simply complete the IRA Application.
You can fund the account in three ways:
Mainstar Trust will provide the forms you need to begin the funding process. Once we have received all of your documentation, we will work with your current custodian/administrator to move money or assets to Mainstar Trust.
To purchase investments, you may be required by the issuer/asset company to complete issuer subscription documents. You will also complete the Mainstar Trust Purchase Authorization form. If you are not ready to purchase an investment when you open your Mainstar Trust IRA, you can submit purchase documentation at any time.
If you have any questions as you complete the three steps, contact a Mainstar Trust representative for help.