Contact Us:
800-261-6950
Monday through Friday
8:00 a.m. - 7:00 p.m. Central Time
After hours? Click to submit
an inquiry.
Mailing Address:
Hennessy Funds
c/o U.S. Bank Global Fund Services
PO Box 219381
Kansas City, MO 64121-9381
Overnight Express Mail:
Hennessy Funds
c/o U.S. Bank Global Fund Services
801 Pennsylvania Ave, Suite 219381
Kansas City, MO 64105-1307
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Exchange Shares of your Mutual Fund Account
Shares must be exchanged into an identically registered account in another fund within the same share class.
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Instructions and Links
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Additional Information
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Complete your exchange request via DocuSign.
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Complete your exchange request via a Phone Representative using the information on the left.
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If you prefer to submit this request in writing, please mail a letter of instruction signed by all account owners that lists the "from" account and the "to" account, as well as the number of shares that should be exchanged. Click here to access and print the Letter of Instruction Form.
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An exchange is a taxable event for non-fiduciary accounts.
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An exchange is a non-taxable, non-reportable event for fiduciary accounts.
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The telephone exchange option must be enabled on your account to exchange shares via a Phone Representative.
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-261-6950 or visit https://hennessyfunds.com for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Hennessy Funds and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.
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