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

I signed up with you as custodian for…

I signed up with you as custodian for my IRA. Then you change your policy concerning registering my shares.I geuss you got too much pushback for more powerful concerns. I made a mistake by going with you.I would have rated you Zero stars. Then I was forced to pay you for nothing

20 April 2023
Rated 5 out of 5 stars

World class company

Mainstar is far and above any similar service available. They were able to solve issues that others had been "looking into" or in two other cases, just ignoring for YEARS. Their guidance was simple, their effort untiring and results are far beyond expectations

30 October 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

Customer Service

I called customer service for assistance with my issue, they answered the call with minimal wait time and walked me through the forms.

30 October 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 2 out of 5 stars

The transfer of my account to your…

The transfer of my account to your service was poorly managed. Incomplete piece meal requests were sent and it was incumbent on me to provide various information that should have been demanded of the prior financial service firm.

30 October 2023
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Reply from Mainstar Trust

Thank you for taking the time to respond to our survey and for your feedback. Please contact us so we can discuss your feedback together. We take client feedback very seriously. Thank you for being a customer!

Rated 5 out of 5 stars

Friendly and knowledgeable customer…

Friendly and knowledgeable customer service on the phone.

30 October 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

Great Mainstar Team

Team was helpful and provided direct, easy to follow instructions. I was aware of the status of my transactions and they were completed timely.

30 October 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

Smooth transition of funds

Smooth transition of funds; good website

24 August 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

OUTSTANDING EMPLOYEE KATE REISENGER

You have an outstanding employee Kate Reisenger. I would give her 50,000 stars instead of 5. She is on the ball, very efficient, knows her stuff and gets things done asap . Please compliment her with a raise

24 August 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 and our employee Kate! We will be sure to pass the review on to her and her supervisor!

Rated 1 out of 5 stars

waste of time and money from this rink…

waste of time and money from this rink a dink company. they UN-direct registered my GME shares. direct registering my GME shares was the ONLY reason i payed mainstar trust for their services. they are not to be trusted. they are in the pockets of big banks.

21 August 2022
Unprompted review
Rated 4 out of 5 stars

Simple to set up account and maneuver

Simple to set up account and maneuver, feel secure with system.

Diana

4 August 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

Everyone was very helpful and very easy…

Everyone was very helpful and very easy to set up!

20 July 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

Mainstar did a wonderful job

I truly appreciate the ease in which I was able to move my 401(k) funds from Fidelity over to Mainstar without any issues. Mainstar remained in constant communication with my financial planners and was able to articulate what steps needed to be taken in order to get the transaction to go through smoothly.

20 July 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 4 out of 5 stars

Opened new account

Got my account set up. A little bumpy since it is a sf-directed account.

20 July 2023
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Reply from Mainstar Trust

Thank you for taking the time to complete the survey. We appreciate the feedback on your experience with Mainstar Trust!

Rated 5 out of 5 stars

Having recently transferred my IRA to…

Having recently transferred my IRA to Mainstar Trust which included several different documents I had to fill out and get sent back to them via email, the patience and help I’ve received from the Customer Service Department of Mainstar has been exceptionally superb!

20 July 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
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

So far so good

So far so good. Very courteous customer service and knew answer to my questions about IRA dist. Afterwards r rolling into from 401K

20 July 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 1 out of 5 stars

Trustpilot is a paid service that…

Trustpilot is a paid service that responds to old (good) reviews to bring them to the top, this practice is an attempt to bury the current crappy reviews of Mainstar Trust.

Its your money ... Remove immediately out of these crooks hands.

7 July 2023
Unprompted review

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