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How to buy mutual funds & ETFs from Thrivent

We’re delighted you’re considering our funds. No matter how you buy, we’re here to help you invest with confidence.

Buy mutual funds online through Thrivent Funds

To buy mutual funds you can open an account and purchase funds right on our site.

Why buy online?

  • Set up an account starting with as little as $50 per month1
  • Access your online account at your convenience.
  • Purchase funds without transaction fees or sales charges.

 

Buy funds through your financial professional

Need more guidance? Interested in an ETF? Ask your financial professional about Thrivent Mutual Funds and ETFs.

Why work with a financial professional?

  • Receive investment help from an experienced professional.
  • Build a relationship through in-person meetings.
  • Get help planning for life’s goals such as saving and retirement.

Additional fees may apply, when working with a financial professional.

 

Buy through your brokerage account

Our mutual funds & ETFs can be purchased through online brokerage platforms. Search for Thrivent Mutual Funds and ETFs when making your selections.

Why buy through a brokerage account?

  • Add Thrivent Mutual Funds and ETFs to your investments within your existing portfolio.
  • Take advantage of your account to keep your investments in one place.

Additional fees may apply.

 


Not quite ready?

We want you to invest your money wisely and with confidence. Here are some other options that may help you.

  • Determine your personal investment style by taking our quiz.
  • Talk to your financial advisor about ETFs.
  • Sign up for our monthly investing insights newsletter.

 

Need more help?
  • For mutual funds help, call us at 800-847-4836, or email contactus@thriventfunds.com.
  • For ETFs, contact your financial professional or brokerage firm.
  • For additional help visit our support page.

 

This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. Expand for more info.
  • You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.
  • The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders.
  • These additional risks may be even greater in bad or uncertain market conditions.
  • The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.

The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF’s performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of the ETF, see the Principal Risks section of the prospectus.

New accounts with a minimum investment amount of $50 are offered through the Thrivent Mutual Funds "automatic purchase plan." Otherwise, the minimum initial investment requirement is $2,000 for non-retirement accounts and $1,000 for IRA or tax-deferred accounts, minimum subsequent investment requirement is $50 for all account types. Account minimums for other options vary.

Thrivent ETFs may be purchased through your financial professional or brokerage platforms.

Contact your financial professional or brokerage firm to understand minimum investment amounts when purchasing a Thrivent ETF.

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Rollovers: Moving your 401k and retirement assets

When getting a new job or retiring you may want to move your accumulated retirement assets, including your 401ks, to a consolidated account. Consider moving your assets to an IRA with Thrivent Mutual Funds. There are several ways available depending on where the assets currently are held and how the request is completed. Beyond rollovers, you should understand your options, weigh the pros and cons and make a choice that is right for your goals and circumstances.

Potentially have more control over assets with continued tax deferral
Increased flexibility on early withdrawals*
Diversify your assets with a variety of Thrivent mutual funds 

Direct & indirect rollover

  • Direct rollover: move assets directly into your Thrivent Mutual Funds IRA from your employer plan. You don't take receipt of the funds, so no federal tax withholding is required. And, the one-rollover-per-year rule does not apply.
  • Indirect rollover: take receipt of your retirement assets and deposit them into your IRA within 60 days. Keep in mind 20% tax withholding is mandatory for distributions from employer qualified plans. One-rollover-per-year rule applies to IRAs, but not to qualified employer plans.

IRA to IRA transfer

  • Assets move from one institution to another to the same type of account (e.g., IRA to IRA).
  • You don’t take receipt of the funds, and no federal tax withholding is required.
  • The one-rollover-per-year rule does not apply.

Roth IRA conversion

  • A retirement account (like a Traditional IRA or employer retirement plan) is converted to a Roth IRA.
  • Some or all assets may be subject to taxes, due for the year of conversion.

Making sense of rollovers and transfers

Learn the basics about moving your retirement assets, including when it makes sense, and what types of plans qualify.

Traditional vs. Roth IRAs

Not sure which account is right for you? Take a closer look and compare each IRA to help you decide.

Saving for retirement

It’s never too early to start preparing for retirement. Take a look at ways of thinking about retirement and how mutual funds can help.

Mutual funds 101

Over 100 million people in the U.S. are invested in mutual funds.1 Here’s everything you need to know to get started.


* IRAs provide increased flexibility on early withdrawals due to additional IRS exceptions to the 10% early withdrawal penalty for IRA distributions. Examples include first time home purchase and qualified higher education expenses. See IRS Publication 590B for more details.  However, by rolling over to an IRA, you lose the option for penalty-free distribution from 401(k) plans after the age of 55.

1 Source: 2018 Investment Company Fact Book