Open an IRA (Traditional, Roth, or SEP) Account

Investment Minimum

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

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:
  • Bank name
  • Bank address
  • Names on the account
  • Type of account
  • Account number
  • Routing number
  1. Complete the online IRA account application

IRA and 401k transfers or rollovers cannot be opened online and must be opened by mail.

How to Open a New Account by Mail

  1. Complete the IRA 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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