Mainstar Trust Reviews 523

I have a self directed IRA with a different company and since opening a new account with MainStar I am shocked with the difference! Mainstar has great client service, and the ability to actually speak to a human is a huge differentiator. Please keep up the good work!

Your people are easy to reach, cooperative, and get the job done

Mainstar has been great. I had a complex conversion from 2 previous Custodians and Mainstar made it easy!

Dakota was very helpful during the holiday season

Sarah Blenn is my contact person and a pleasure to work with. She kept me informed on the status of my transfer and gave me guidance on what I needed to do to make it happen. She always answered the phone or returned my calls quickly. That alone is highly unusual and deserves 10 stars or more! She is friendly yet professional and very easy to work with.

I am writing about inherited accounts and your fees are way to high. I have only had it a couple of months and I am locked out of my accounts already. Not user friendly at all.

I had a tax question on my rollover from another IRA. Kate has always been so helpful with all my questions. This one, being tax-related was not appropriate for her to answer, but she did guide me in the right direction.

The Mainstar staff are always friendly, knowledgeable and responsive. I will continue to recommend Mainstar for custodian services.

They answer the phone promptly and ensure that appropriate questions are asked to ensure the caller is who they say they are. They provide accurate and timely info.

The team at Mainstar Trust were in constant communication in order to insure my investment money got to the right accounts. The ability to trade crypto is icing on the cake. Thanks so much for an easy and straightforward experience.

In my 49 years of providing Financial & Business Planning, and owing 6 different business; I understand what an efficient and successful Trust Administrator should do to win and keep a planner's business. Comparing my experience with 9 other Trust Administrator competitors during these last four decades ..... I can tell you that my and my client's experience with Mainstar Trust is by far, a hands-down winner. From their wonderful staff, their very competitive fees, to their user friendly website; are just a few things that keep me and my clients happy customers.

B. Streeter II

Mainstar has been great to work with in the transfer of my account to Mainstar from my previous custodian. You have been timely and responsive in assisting me with the transfer.

Thanks

Dakota Ames was very cheerful and helpful. I got the answers I wanted and the help I needed. Quick, easy, pleasant. Not stressful! Thank you.

We had our securities transferred to mainstar from another custodian and the process went very smoothly. The customer service representative from mainstar was easily accessible and very helpful in the transition.

I had to open an IRA account to house new Private Placement shares, as well as have some of the same shares transferred from another firm. A pretty complicated process! Every employee at Mainstar Trust was polite, friendly, and very helpful. I’m very pleased with decision to start this relationship with Mainstar. Keep up the great work!

Kate Reisinger provides excellent and prompt customer service. She explains things well and everything she has requested on my behalf of the Main Star team has been taken care quickly.

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.
When questions are emailed in there is a quick response with the answers.
When filling out various forms staff is always available for hand holding, as I found out.
No complaints with Mainstar Trust.

Exceeds My Expectations!

You insisted on having my street address. I emphasized - Do not mail there, there is no USPS delivery there. Only UPS, FEDEX, etc. PO Box 2084 MUST be used. You slopppily mailed to street address anyway. We are in Florida for a couple of months. Mail is forwarded from NY. I don't want to change the address for this amount of time when we will be back in NY soon. Because of the sloppyness, on 2/8 I received the "Agreement" mailed in mid December which was returned a couple of times.
Also, I created a password but was never able to log in. Staff refused to help and sent temporary log in to the street address. Naturally that was returned and by the time I got it, it wouldn't work. On and on. Wasted hours of MY time, which is NO CONCERN TO YOU, and I am sure there will be no attempt to make it up to me. I am tired of, and don't want to hear apologies.