Mainstar Trust

Tagline Brand's website · 2026-11-07

Mainstar Trust is a national retirement custodian providing self-directed IRA custodial services for alternative investments.

Description Brand's website · 2026-11-07

Mainstar Trust is a limited purpose trust company chartered in Kansas that provides nationwide custodial services for self-directed IRAs, taxable accounts, and a broad range of alternative assets.

Mission Brand's website · 2026-11-07

To help investors take control of their financial futures through flexible, compliant custodial services and alternative retirement investment solutions.

Website Brand's website · 2026-11-07

https://mainstartrust.com

Voice & tone Brand's website · 2026-11-07

Trusted, knowledgeable, supportive, accessible, and customer-focused.

Founded Brand's website · 2026-11-07

1977

Headquarters Brand's website · 2026-11-07

214 W. 9th Street, Onaga, KS 66521, United States

Problem solved Brand's website · 2026-11-07

Mainstar Trust helps individuals, small businesses, and financial professionals navigate self-directed retirement investing, alternative asset custody, account administration, and related compliance requirements.

Core capabilities Brand's website · 2026-11-07

• Self-directed IRA custody and administration
• Custody of alternative investments
• Nationwide custodial services
• Support for rollovers, transfers, and deposits
• Online account setup and management
• Compliance expertise and regulatory adherence
• Custody of taxable accounts
• Administrative review of private lending investments

Products / SKUs Brand's website · 2026-11-07

• Self-directed IRAs
• Traditional IRAs
• Roth IRAs
• SEP IRAs
• SIMPLE IRAs
• Inherited IRAs
• Taxable accounts
• Alternative investment custodial services

Pricing Brand's website · 2026-11-07

For accounts holding private lending products, the listed annual account fee is $130 and the annual asset fee is $75 per note. Total annual costs are $205 for one note, $280 for two notes, $355 for three notes, and $430 for four notes. A one-time $25 setup fee, transaction activity fees, fees for other holdings, and account-type variations may apply.

Target industry Brand's website · 2026-11-07

Financial services, retirement investing, and alternative investment custody.

Customer base Brand's website · 2026-11-07

Individual investors, small businesses, financial professionals, and clients in all 50 states.

Ideal customer profile Brand's website · 2026-11-07

Individuals seeking greater control and diversification in retirement accounts; small businesses establishing employee retirement plans; and financial advisors or other financial professionals seeking custodial services for clients' self-directed IRAs and taxable accounts.

Use cases Brand's website · 2026-11-07

• Diversifying retirement portfolios beyond traditional stocks and bonds
• Holding real estate and REITs in a self-directed IRA
• Investing in private placements, private equity, and private company stock
• Investing in private lending, promissory notes, mortgage notes, and trust deeds
• Holding LLCs and limited partnerships in retirement accounts
• Custodying preferred and common stock, corporate bonds, CDs, mutual funds, annuities, and BDCs
• Opening and funding an account through a rollover, transfer, or deposit
• Establishing retirement plans for small business employees

Customer outcomes Brand's website · 2026-11-07

• More control over financial futures and investment choices
• Greater portfolio diversification
• Access to a broad range of alternative investments
• Investment customization aligned with savings objectives
• Potential tax advantages associated with IRA investing
• Support navigating self-directed IRA processes and rules
• Flexible solutions adapted to individual needs
• Simple online account setup and management