Mainstar Trust

Very efficient

Very efficient - helpful - and great communication from Mainstar

Answering the phone

Answering the phone, that may not sound like much but it was a surprise to have someone not only answer the phone right away but also knew what was going on with my account. Huge benefit setting up a new account and made me feel confident moving money.

Kate is great!

My only complaint is that I really…

My only complaint is that I really would like to see an online portal.

Just getting started

Just getting started. All account set up and funds transfers were handled flawlessly.

Ginny BrownUnited States · 1 review · Posted 2022-08-18

Mainstar = 5 Stars…

I've sincerely enjoyed working with the Mainstar Trust team. They are incredibly helpful, professional, and knowledgeable in regard to investments and asset protection.

I've been very happy with Mainstar

I've been very happy with Mainstar. Creating accounts & moving assets over was very easy. Most importantly, communication has been great! Any questions I have are answered promptly.

Love working with Mainstar Trust…

We love working with the Mainstar Trust team. This group is knowledgeable and professional from top to bottom. Would highly recommend engaging with them to learn more about all of their various financial custodial services and resources.

I received a distribution on my…

I received a distribution on my Mainstar trust Ira/GWG but why didn’t I receive one for February?

New company for me in new space- Glad for the help!

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 hold largely through DRS with Mainstar Trust as my custodian. The people I have interfaced with so far have been Super Helpful, and I very much appreciate that. I'm new to this, and to my eyes the fees seem reasonable for the services provided.

Excellent Customer Service

Very helpful in transferring from another Custodian.

I just want a copy of my statement

I just want a copy of my statement. All the other bells and whistles drive me crazy. Just keep it simple. Thanks, Judy Davidson

Very Responsive!

I have been utilizing MT since December and in every instance have found them to be available quickly, knowledgeable, responsive and have resolved most any issues that have arisen.

Always helpful no matter who I talk to…

Always helpful no matter who I talk to and if they cannot answer my question then they get someone who can help.

It took forever to get my IRA funds…

It took forever to get my IRA funds transferred from BofA to Mainstar. Otherwise, all has gone well. Thanks, Mark

Outstanding Customer Service

Every time I reach out to Mainstar, they respond in a timely and understandable way. I really enjoy working with them.

Everything was great

Process was easy

Process was easy. When I had a question help was easily accessed. Since, I have used this service for an extended period of time and have had no problems. The performance is well worth the cost.

Good communication

Good communication. Smooth transfer of funds.

Plan on a lot of hassle getting things transferred

The only reason I have any investments in MainStar or Priority Income Fund is because I inherited the accounts from my mother. Her advisor (and I use that term VERY loosely for him) got her into them. My Mom passed in August, and it took until January to get the accounts transferred, with MainStar and PIF making it as difficult as possible. When my Father in Law passed in December of 2020, we had his accounts at USBank Wealth Management transferred by the end of February. Also most of the "investments" I now hold in these accounts are not liquid, so I assume it will be a major hassle making the required RMDs very difficult.