An initial investment of $500 is required to purchase shares in one of the Heartland Funds for a Coverdell ESA account.
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.
Coverdell ESA transfers cannot be opened online and must be opened by mail.
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.
©2022 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
The Heartland Funds are distributed by ALPS Distributors, Inc.