Formerly known as First Trust Company of Onaga
Home > Use a Mainstar Trust Account to Invest in Common/Preferred Stock

Use a Mainstar Trust Account to Invest in Common/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 purchases@mainstartrust.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