Transfers and rollovers cannot be processed online. However, our Shareholder Services Team can answer questions about the process for rolling over a 401k and transferring a traditional or Roth IRA into a Heartland Funds IRA account.
Heartland will receive a check from your current financial institution to fund your new account.
Traditional IRAs with other institutions may be transferred into a Heartland Funds traditional IRA, and Roth IRAs with other institutions may be transferred into a Heartland Funds Roth IRA.
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.
©2020 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.