Experience Uncommon Service Designed With You in Mind

 

For nearly a quarter of a century, the Heartland client services team has been driven to accommodate our shareholders’ requests, timely and courteously.

This passion to provide exceptional service is why we established the Heartland 10 Point Partner Program to  enhance your success as a long-term value investor.

As part of your service experience, you'll receive:

• Direct access to knowledgeable and dedicated representatives.
• Review of your Heartland accounts - Contact your dedicated representative for a personal review of your Heartland accounts including details of your fund holdings, cost basis, beneficiary designations, IRA contribution history and eligibility, and investment results.
• Economic, market and Fund updates from Heartland's investment management team.  We encourage you to sign up for "News from the Heartland" to receive timely market commentary from Heartland's investment team.
• Access to our portfolio managers for fund commentary through conference calls and special events.
• An invitation to join our Advisory Board to influence the Heartland client experience.

activate your complimentary membership today

1. Login to your Heartland Secure Account Access.  (If you have not yet registered, you will need your account number and social security number. Follow the onscreen instructions to establish your user name and password.)
2. Once you are logged in, click on the "ACTIVATE MEMBERSHIP" button to let us know how we can best serve you and activate your membership. 
3. If you need assistance, please contact your dedicated service team at 1-800-442-6391.