Move Shares Between Heartland Funds

Shareholders may move shares from one Heartland Fund into another Heartland Fund. If you do so in a regular account, it is a taxable event. It is not a taxable event for IRA and Coverdell ESA accounts.

How to Exchange Shares from a Regular Account

There are two options for exchanging shares from one Fund into another:

  1. Call the Heartland Shareholder Services Team at 800-432-7856 between 8 a.m. and 7 p.m. CT, Monday to Friday, to determine if your account allows telephone exchanges and, if allowed, verbally communicate your request
  2. Write a letter detailing your request, including names and signatures of account owners, account number, your phone number, the dollar amount or number of shares to be moved, and mail to one of the following:

    U.S. Postal Service
    Heartland Funds
    P.O. Box 177
    Denver, CO 80201

    Overnight Service
    Heartland Funds
    c/o ALPS Fund Services
    1290 Broadway, Suite 1100
    Denver, CO 80203

Who to Contact with Questions

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.

Account Information

Heartland Funds Account Information Icon

©2017 Heartland Advisors | 789 N. Water Street, Suite 500, 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.

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