This is one of the few self-directed trust companies that will allow you to hold individual Direct Registered stocks in it, which makes it possible to DRS stocks held in IRA and Roth IRA accounts. Their customer service has been very responsive and it was easy to set up. The fees are very reasonable.
Michael L. McGraw
1 year ago
Easy to set up an IRA Custodial Trust. Fees in line with competitors. Responsive when necessary. So far I like our relationship.
Bob C
1 year ago
I started with Mainstar in 2014 and have done 32 transactions with them. They are a resource when you want to invest your IRA funds outside the normal investment channels, such as real estate. Their purpose is to simply approve your IRA investment by IRS/IRA guidelines, not make decisions if the investment is financially worthy or viable. That’s your job.
The folks I work with, Marleen, Joyce, Jo, Jenny, Sarah, Carmen, Dakota, Kelsey and others are professional, responsive and just easy to work with. It’s always a delight and I appreciate it every time.
Tyler Deatherage
1 year ago
Responsive and knowledgeable customer service. One of the only custodians enabled for Direct Registering of Shares through an IRA.
Tyler Wennet
1 year ago
Working with Tom and his team at Mainstar has been great! They've been very responsive throughout the process of on-boarding our client. I would highly suggest using them as a SDIRA company.
Jake
4 months ago
Promised to DRS Roth and Traditional IRA shares through phone and e-mail. After paying all the fees they decide to remove those DRS’d shares from the transfer agent without my consent. Atrocious company.
Scholltyshe
4 months ago
Promised to DRS Roth and Traditional IRA shares. After paying all the fees they decide to remove those DRS’d shares from the transfer agent without my consent. STAY AWAY FROM THEM!
Juggle This
4 months ago
Paid a fee to have shares in a roth and pre-tax account to be DRS and then they un-DRS the shares without my authorization and never refunded me the fee I paid.
Kelsey Greenlake
1 year ago
Michael L. McGraw
1 year ago
Bob C
1 year ago
Tyler Deatherage
1 year ago
Tyler Wennet
1 year ago
Jake
4 months ago
Scholltyshe
4 months ago
Juggle This
4 months ago