Direct Shareholder Account Access

2022 Tax Documents

  • The Hennessy Funds 1099-R forms were mailed on 1/18/23. (Qualified Plan / IRA redemptions)
  • The Hennessy Funds 1099-Q forms were mailed on 1/16/23. (Coverdell ESA redemptions)
  • The Hennessy Funds 592-B forms were mailed on 1/11/23. (State of CA backup withholding)
  • The Hennessy Funds combined 1099-DIV and 1099-B forms were mailed 2/14/23.

Access Your Existing Hennessy Funds Account

With online account access direct shareholders can:

  • View account(s) online, including balances and transactional history
  • Purchase additional shares, exchange shares, or redeem shares
  • Sign up for e-delivery of quarterly statements and annual tax statements, as well as prospectuses, semi-annual reports, and annual reports
  • Order duplicate statements


Open a New Hennessy Funds Account

  • Individuals can now create a new account online
    For Corporate Accounts or Personal Trusts, please visit our Invest  With Us section of our website

Shareholder Forms

Applications and Account Options Forms can found here.