Open a Coverdell ESA Account

Investment Minimum

An initial investment of $500 is required to purchase shares in one of the Heartland Funds for a Coverdell ESA account.

Automatic Investment Plans

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.

How to Open a New Account Online

  1. Collect information about the bank account that will be used to fund the new Heartland Funds account, including:
    1. Bank name
    2. Bank address
    3. Names on the account
    4. Type of account
    5. Account number
    6. Routing number
  2. Complete the online Coverdell ESA account application

Coverdell ESA transfers cannot be opened online and must be opened by mail.

How to Open a New Account by Mail

  1. Complete the Coverdell ESA account application form
  2. Fund the new account by providing bank information on the application form or enclosing a personal check payable to Heartland Funds*
  3. 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

    *To fund an account by wire transfer, call the Shareholder Services Team at 800-432-7856. Third party checks, money orders, credit card convenience checks, and cash are not accepted.

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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