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

  1. Collect information about the bank account that will be used to fund the automatic investment plan, including:
  • Bank name
  • Bank address
  • Names on the account
  • Type of account
  • Account number
  • Routing number
  1. Depending on the type of account you have, complete either the:
  1. 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

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

Heartland Funds Account Information Icon

©2018 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

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.