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 differ 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