Request a Duplicate Statement for an Interested Party

Duplicate statements can automatically be sent to other parties with an interest in your financial well-being.

Request a Duplicate Statement by Phone

  1. Call the Shareholder Services Team at 800-432-7856 between 8 a.m. and 7 p.m. CT, Monday to Friday, to verbally communicate your request

Request a Duplicate Statement by Mail

  1. Depending on the type of account you have, complete either the:
  2. Mail the form 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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