Mainstay trust would not accept an electronic signature from Fidelity. This is the only time I have ever had this issue. I am closing my account as this is the first time I can transfer the asset to... See more
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I reached out regarding setting up a tradional IRA with some of my private company stocks and I had no idea how to do this process. Jo Lynn Barnes was wonderful about taking time out of her busy day t... See more
Company replied
I'm a retail investor who's gradually taking control of my own investments. This means moving things out of various target ETFs and such at national firms and moving them into stocks that I pick and h... See more
Company replied
Your service is excellent. Personnel on phone always polite, business like and can usually answer all questions put to them. There is follow-up regarding any problems that may arise with paperwork... See more
Company replied
Company details
About Mainstar Trust
Information provided by various external sources
Innovative Leader in Specialized Retirement Services
Mainstar Trust is an innovative leader in custodial services that diversify and maximize long-term objectives for retirement and taxable account holders and financial advisors.
With our custodial services, you gain more control over your financial future, while having the knowledge and support to help you navigate the way.
Flexibility. Opportunity. Control.
These are the hallmark features of a self-directed IRA.
We offer a wide variety of asset types to fit your financial needs and interests, helping you maximize your investment and retirement objectives.
Why Mainstar Trust
Your respected & trusted financial partner.
We offer alternative, cost-effective retirement solutions, excellent services, and prompt and personal client support that put the reigns of your financial future firmly in your hands.
Contact info
214 West 9th Street , 66521, Onaga, Kansas, United States
- 800-521-9897
- customerservice@mainstartrust.com
- mainstartrust.com
Answered all questions
Answered all questions. Quick response. Always ready to answer questions
June 29, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust!
OuuuuuuuutSTANDING!
I am new to MainStar Trust with the investments I do and I can’t be happier with the beyond outstanding service I’ve received from every single person I’ve interacted with at MainStar. Not only for me but also the additional clients I’ve brought with me. Highly recommended!
May 18, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust!
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust!
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust!
The process went so smooth
The process went so smooth. Bob Williams informed me that Main Star was excellent, but you exceeded all expectations. Great Job!
May 18, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust!
Do not research the companies they represent
Do not fully understand Mainstar's role in all of the investments but I do not feel they do proper research and are a clearing house for many companies both good and BAD. I have an investment where they are the face of my interaction with a company that has now filed for bankruptcy, and they have no information to share about my investment.
May 4, 2023
Unprompted review
Reply from Mainstar Trust
Thank you for your feedback. It is very important to us. As a Custodian, we provide recordkeeping/tax reporting information for you. We are not allowed to provide any type of investment advice from a regulatory standpoint. We are not involved in selling investments, just in providing custody services. Thank you for being a customer.
It was not an easy experience
It was not an easy experience. I was doing two new accounts at once, one with Mainstar and one with Advanta. I did not know they were connected. Somehow they got the accounts mixed up. I was charged a $135 fee which Phoenix Capital was to pick up. It took a month to get the account settled.
April 20, 2023
Reply from Mainstar Trust
We are sorry to hear your experience with Mainstar was not what you expected. Mainstar does pride itself on excellent customer service. A team member will be reaching out to you to discuss further.
Responsiveness.
April 20, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the feedback on your experience with Mainstar Trust.
Mainstar has been great to work with
Mainstar has been great to work with! They walked me thru every step and never dropped the ball! Sarah was courteous and detail oriented.
April 20, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
Everyone was SO helpful and quick to…
Everyone was SO helpful and quick to respond. Thank you.
April 20, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
I reached out regarding setting up a…
I reached out regarding setting up a tradional IRA with some of my private company stocks and I had no idea how to do this process. Jo Lynn Barnes was wonderful about taking time out of her busy day to walk me through step by step to make sure I understood the process ahead. All the other staff at Mainstar really worked on getting this process completed on my company's time frame.
March 23, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
The process for transferring was easy
The process for transferring was easy. Jerry Franklin
March 23, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
It was great
It was great. Burdett is wonderful. Can’t say enough enough. Nice things about him. I’ll give him a 10.
March 23, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
Excellent customer service and friendly.
March 23, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
Great client service
Helpful and knowledgeable very professional. No run around connected with agent in a timely manner.
March 23, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
employees always helpful and able to…
employees always helpful and able to resolve my problems in a friendly competent way
March 23, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
People you can trust.
Trustworthiness is the first word that comes to mind when I think about David and his team. Knowledge, experience, thoroughness, & graciousness are also what my wife and I have experienced in every dealing we have had with Mainstar Trust.
March 23, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
They were prompt in responding and clear in what was going on and how they were working to get things done.
They were prompt in responding
March 23, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
Top Notch
My experience is limited but I'm impressed with the commitment to service demonstrated by everyone. Typical of Kansans.
March 23, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
Great communication and help
Great communication and helpful completing the required forms.
March 23, 2023
Reply from Mainstar Trust
Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
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