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firsttrustretirement.com

First Trust Retirement

The premier IRA custodian choice of alternative investment product sponsors.

http://www.firsttrustretirement.com/

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CONTACTS AT FIRSTTRUSTRETIREMENT.COM

Midwest Trust Company

David Upsdell

5901 C●●●●●● Blvd.

Over●●●●Park , Kansas, 66211

United States

1.91●●●●0300
do●●●●●●●●@midwesttrust.com

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Midwest Trust Company

David Upsdell

5901 C●●●●●● Blvd.

Over●●●●Park , Kansas, 66211

United States

1.91●●●●0300
do●●●●●●●●@midwesttrust.com

View this contact

Midwest Trust Company

David Upsdell

5901 C●●●●●● Blvd.

Over●●●●Park , Kansas, 66211

United States

1.91●●●●0300
do●●●●●●●●@midwesttrust.com

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The premier IRA custodian choice of alternative investment product sponsors.
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First Trust Retirement | firsttrustretirement.com Reviews

https://firsttrustretirement.com

The premier IRA custodian choice of alternative investment product sponsors.

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1

First Trust Retirement

http://www.firsttrustretirement.com/access.html

IRA account holder accounts access through the First Trust Retirement website is currently only for the following products:. Care Capital Properties, Inc. Columbia Property Trust, Inc. Global Net Lease, Inc. New York REIT, Inc. NorthStar Realty Europe Corp. NorthStar Realty Finance Corp. The RMR Group, Inc. FTR Publicly Traded IRA Access. The premier IRA custodian choice of alternative investment product sponsors. First Trust Retirement is the trade name of Mainstar Trust. Contact information by product.

2

First Trust Retirement

http://www.firsttrustretirement.com/investment_products.html

Task Guides What form do I need? Update my Monthly/Quarterly/Annual Income Distributions. Product Sponsor specific Distribution Form and fund must have active DRP program. Please check with product sponsor to see if reinvestment program is open. Cash to Address/Bank/Third Party. FTR Income Distribution Form. Information to locate account: Name and Account # or SSN. Type of Distribution (Normal, Premature, Etc.). Transfer to Another Custodian/Qualified plan. Pay my FTR Fiduciary Custodian Fee. Please see ...

3

First Trust Retirement

http://www.firsttrustretirement.com/index.html

IRA custodian choice of alternative investment product sponsors. How Are We Different? Why Use First Trust Retirement? First Trust offers the following account types:. Simplified Employee Pension Plans- SEPs. Three times faster account setup for timely transaction settlement and commission payments. Streamlined transfer agency services provided by our agent, DST Systems, Inc. Advisors have a single point of contact for product and retirement knowledge support. First Trust Retirement offers the ability to...

4

First Trust Retirement

http://www.firsttrustretirement.com/faq.html

FAQ / Frequently Asked Questions. Who is First Trust Retirement? First Trust Retirement is the premier IRA custodian choice of alternative investment product sponsors. First Trust Retirement combines the transfer agency servicing solutions of DST Systems Inc., with an IRA custodial offering. With First Trust Retirement clients now have the flexibility to select an alternative investment for their self-directed IRAs that is not typically available through mutual fund and brokerage offered IRAs. Streamline...

5

First Trust Retirement

http://www.firsttrustretirement.com/listings/index.html

This page is dedicated to helping you understand more about listing events and the options account holders have once a listing occurs. Refer to the FAQ below for general information. Learn about recent listings and use the on-page resources to assist you once you make a decision about your holding by clicking on a specific listed alternative investment to the right. 1 What is a corporate action and why does a non-traded alternative investment choose to do one? No action is necessary on your part. Instruc...

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IRA custodian choice of alternative investment product sponsors. How Are We Different? Why Use First Trust Retirement? First Trust offers the following account types:. Simplified Employee Pension Plans- SEPs. Three times faster account setup for timely transaction settlement and commission payments. Streamlined transfer agency services provided by our agent, DST Systems, Inc. Advisors have a single point of contact for product and retirement knowledge support. First Trust Retirement offers the ability to...

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