Innovative Leader in Specialized Retirement ServicesMainstar 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.How To Diversify Your Portfolio With More Asset TypesLEARN MOREWhy Mainstar TrustYour 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. ABOUT US
Mainstar Trust (mainstartrust.com) has a 3.8 out of 5 rating on OK.one, based on 101 user reviews collected here. It is listed under Money & Insurance and its reputation is mixed. Opinions are polarized: 69% rate it 4 stars or higher while 26% give 1 star; The business has replied to 22% of negative reviews. Last updated 2026-08-31.
Answered all questions. Quick response. Always ready to answer questions
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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!
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Very easy smooth transition of funds.
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The process went so smooth. Bob Williams informed me that Main Star was excellent, but you exceeded all expectations. Great Job!
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Easy peasy to migrate from my previous custodian to you guys.
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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.
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. 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.
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.
Everyone was SO helpful and quick to respond. Thank you.
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Mainstar has been great to work with! They walked me thru every step and never dropped the ball! Sarah was courteous and detail oriented.
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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 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.
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The process for transferring was easy. Jerry Franklin
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It was great. Burdett is wonderful. Can’t say enough enough. Nice things about him. I’ll give him a 10.
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Thank you for taking the time to complete the survey. We appreciate the great feedback on your experience with Mainstar Trust.
Helpful and knowledgeable very professional. No run around connected with agent in a timely manner.
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Great communication and helpful completing the required forms.
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My experience is limited but I'm impressed with the commitment to service demonstrated by everyone. Typical of Kansans.
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They were prompt in responding
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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.
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employees always helpful and able to resolve my problems in a friendly competent way
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