An initial investment of $500 is required to purchase shares in one of the Heartland Funds for a traditional, Roth, or SEP IRA account.
Automatic investment plans can be established during the initial application process or at a later date. These plans require monthly or quarterly withdrawals of at least $50 from a bank account. The sum automatically will be invested into your Heartland Funds account.
IRA and 401k transfers or rollovers cannot be opened online and must be opened by mail.
U.S. Postal Service Heartland Funds P.O. Box 219942 Kansas City, MO 64121-9942
Overnight Service For the overnight mailing address, please call Investor Services at 1-800-432-7856
Contact the Shareholder Services Team at 800-432-7856, or send an email. The Team is available 8 a.m. to 7 p.m. CT, Monday to Friday.
Contact Us
©2024 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856
The Heartland Funds are distributed by ALPS Distributors, Inc.