Mainstar Trust Reviews 523

TrustScore 4 out of 5

3.8

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Rated 1 out of 5 stars

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

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

  1. Money & Insurance

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

3.8

Great

TrustScore 4 out of 5

523 reviews

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Rated 1 out of 5 stars

Mainstay trust would not accept an…

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 an organization with reasonable customer service. I did not choose Mainstar and can only transfer this asset now because it has been listed on the NYSE. Avoid if at all possible.

19 September 2024
Unprompted review
Rated 5 out of 5 stars

My agent patiently explained the…

My agent patiently explained the process of opening an account and was very responsive along with the internal team setting it up.

25 January 2024
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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.

Rated 5 out of 5 stars

Ez to change address

25 January 2024
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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.

Rated 1 out of 5 stars

Extremely difficult Account opening…

Extremely difficult Account opening process. Mainstar needs to get with the times and embrace e-signgatures via docusign et al. Also everyone at Mainstar needs to know and understand closing requirements. It is frustrating to get different answers depending on who you are talking to.

25 January 2024
Rated 5 out of 5 stars

Very responsive

Very responsive. Great service! 😎

25 January 2024
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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.

Rated 5 out of 5 stars

AGreatlways a grear experience when dealing…

Always a grear experience when dealing with Mainstar Trust. Their staff is the best.

25 January 2024
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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.

Rated 5 out of 5 stars

New to your company..

25 January 2024
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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.

Rated 5 out of 5 stars

The representative I spoke to was so…

The representative I spoke to was so understanding and kind and knew exactly what I was talking about I gave her an A+

25 January 2024
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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.

Rated 5 out of 5 stars

Helpful Employees

25 January 2024
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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.

Rated 5 out of 5 stars

Friendly, timely and kind.

Friendly, timely and kind. They certainly know what they are doing...thank God...I certainly don't

25 January 2024
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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.

Rated 1 out of 5 stars

It’s a scam

It’s a scam. They took £130 from me without sending goods. There is no way to contact them because they email and phone number is fake. TO BE AVOIDED

21 December 2023
Unprompted review
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Reply from Mainstar Trust

One of the many qualities that Mainstar prides themselves on is a live person answering calls without the caller going through prompts. Please call Mainstar at our main number, 800.521.9879, to discuss your account.

Rated 5 out of 5 stars

Customer Service

Customer service goes above and beyond! Thank you to Dakota for helping me with some forms I needed filled out and answering all of my millions of questions with such patience. Kindest people in Kansas!

5 December 2023
Unprompted review
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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.

Rated 5 out of 5 stars

Very important and useful information…

Very important and useful information reported on time.

21 November 2023
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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.

Rated 5 out of 5 stars

Seamless!

Your company made my transaction seamless and with less hoops to jump through for the unique request that I had. Thanks

21 November 2023
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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.

Rated 5 out of 5 stars

IRA transfer to trust

Working with team was easy and complete. I was able redirect my husbands IRA without any issues. Liz always called me back the same day I called and resolve my questions timely

21 November 2023
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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.

Rated 5 out of 5 stars

Good service.

21 November 2023
Mainstar Trust logo

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.

Rated 5 out of 5 stars

Smaller size matters

I appreciate the timely replies and execution. As a small business owner and now independent contractor, I work better with smaller organizations and personalized service.

21 November 2023
Mainstar Trust logo

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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