E-Delivery
You ask... we e-deliver!
Heartland offers you the option to receive a link to account statements via e-mail rather than the mail. Choosing Heartland Funds’ E-Delivery Services allows you instant and convenient access to your account information, reduces paper in your mailbox and lowers fund expenses.
Sign up and save a tree - Help the Heartland get a little greener!
For every shareholder who signs up for E-Delivery by August 2009, Heartland Advisors, Inc. will contribute $1 to the Arbor Day Foundation. Our goal is to raise $10,000 — that means we need 10,000 shareholders online!
Reduce our paper use
One tree makes 16.67 reams of copy paper or 8,333.3 sheets*. Heartland Funds uses about 75,000 sheets per quarter to mail shareholder statements!
Subscribe to receive links to the following materials by e-mail as they become available:
- Statements
- Confirmations
- Tax Forms
- Prospectus and Resources
- News from the Heartland - Our Quarterly Newsletter
Enroll for this free service today:
- Go to www.heartlandfunds.com
- Click on “Secure Account Login”
- Enter your account number and other identifying account information
Shareholders who currently access their account online will need to re-register to stop getting communications by mail.
E-delivery for third party, indirect or beneficial shareholders
If you own shares of the Heartland Funds through a third party, please ask your financial advisor how to sign up for E-Delivery. By clicking on the links to Charles Schwab & Co., Inc. or Fidelity below, you will open a new window and be forwarded to their website.
If you hold Heartland shares through Fidelity, go to www.fidelity.com, log in, and go to Your Profile/ Preferences/ Communication Options to choose Electronic Delivery.
If you hold Heartland shares through Schwab, go to www.schwab.com/edelivery to log in to your Schwab account and choose “eDelivery.”
*Source: Conserveatree.com