Use a Mainstar Trust Account to Invest in a Non-Traded REIT or BDC
• Mainstar Trust fees for accounts holding Non-Traded REITs or BDCs
* 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.
• 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 assets@mainstartrust.com 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 purchases@mainstartrust.com or contact us at 800-521-9897:
- • Completed Mainstar Trust purchase authorization form
- • Applicable subscription/investment documents with Investor details filled out.
• 4 Easy Steps To Open Your Self-Directed IRA
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