Heartland Advisors

Establish an Automatic Investment Plan

Automatic investment 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 Establish an Automatic Investment Plan

To establish a plan, new clients should complete the “Automatic Investment Plan” section of the application when applying for a:

How Automatic Investment Plans May Benefit You

Automatic investment plans are a form of dollar cost averaging, which involve:

  • Establishing a specific amount and date for regularly adding funds to an investment account
  • Maintaining this discipline during down markets, when more shares can be purchased because prices are low, and up markets, when fewer shares can be purchased because prices are higher

Investors who take a disciplined dollar cost averaging approach may experience better returns than individuals who invest based on emotions. This is because the investor who makes consistent purchases, even during down markets, likely will be rewarded when the market recovers and those shares appreciate in value.

The following illustration demonstrates the potential benefit of dollar cost averaging. Whereas investors controlled by emotion are more likely to buy during a market peak because they feel confident and sell during a market trough because they are panicked, dollar cost averaging provides a consistent allocation and potential for appreciation.

Heartland Advisors Value Investing Through Emotions Image

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

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©2024 Heartland Advisors | 790 N. Water Street, Suite 1200, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

Dollar cost averaging does not assure a profit and does not protect against a loss in a declining market. The strategy involves a continuous investment in securities regardless of fluctuating prices. Investors should consider their financial ability to continue purchases during periods of low price levels.

The Heartland Funds are distributed by ALPS Distributors, Inc.