Heron Finance

Frequently asked questions

What is Heron Finance?

What investments does Heron Finance offer?

What is the advantage of investing through Heron Finance? Why wouldn't I go buy one of these funds directly instead?

How is Heron Finance different from a fund-of-funds?

What is Heron

Who can invest on Heron Finance?

Why is Heron Finance only open to U.S. accredited investors?

How does Heron Finance verify accreditation?

Why is my personal data needed and collected?

Can I invest using my entity (trust, LLC, IRA)?

Who can invest

What fees does Heron charge?

What is the minimum investment amount?

What is the lock-up period and liquidity policy?

Investment cutoffs, allocations, and interest timeline expectations

Understanding Investing Timelines

Fees, liquidity, and timelines

What happens to my funds when I invest

What do I own when I invest in Heron

What is the fund research process?

How do I know Heron Finance is selecting quality funds?

How investing works

Why do I need to connect my bank account to Plaid?

How will I know when my funds have arrived to my Heron Finance account?

Are there any fees for transferring funds to or from my Heron Finance account?

How long will it take for my funds to arrive into my Heron Finance account?

How is money deposited into my bank account?

How can I set up monthly interest distributions directly to my bank account?

Moving money

How are my investments on Heron Finance taxed and what forms do you provide?

How to invest in Heron through an IRA or other tax advantaged account

Can I invest via retirement accounts?

What If I want to increase my investment via AltoIRA?

Add beneficiaries to your Heron Finance account

How can I add beneficiaries to my account?

Why did Dwolla email about a 1099-K and what is it?

Taxes, retirement & advanced topics

How is Heron Finance Regulated?

What happens if Heron goes out of business?

What are the risks of private credit?

Risk, structure, and regulation

Contact us. Our investor relations team is here to support you.

Getting help

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