Invest in Common or Preferred Stock
- • Mainstar Trust fees for accounts holding Common/Preferred Stocks:
*Does not include one-time set-up fee of $25, transaction activity fees, or fees related to other holdings. **Annual account fee may be different for Individual 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 selected an investment, email the following required documents to email@example.com or contact us at 800-521-9897:
- Completed Mainstar Trust purchase authorization form
- Copy of executed trade confirmation including:
- • The financial institution placing the trade. If Mainstar Trust facilitates the trade, the broker's applicable commission will be included in the purchase cost.
- • Price the trade should be executed at
- • For Limit Orders (provide fixed share price)
- • Market Order
- • Dollar or share amount of purchase
- • CUSIP number or Stock symbol