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
Applications and Account Options Forms can found here.