Formerly known as First Trust Company of Onaga
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Use a Mainstar Trust Account to Invest in a Mutual Fund

  •  • Mainstar Trust fees for accounts holding Mutual Funds: 


Mutual Table

 

** 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 401(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