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 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 219942
   Kansas City, MO 64121-9942

   Overnight Service
   For the overnight mailing address,
   please call Investor Services at
   1-800-432-7856

   *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.