Tax Day is April 18, 2023. Visit the Tax Resource Center to help you prepare.

Three ways to buy Thrivent funds

We’re here to help you invest with confidence.

MUTUAL FUNDS

Thrivent Account

You can purchase mutual funds right on our site with an online account.

Get started

Buy with a Thrivent account

  • Set up an account starting with as little as $50 per month.1
  • Access your online account at your convenience.
  • Purchase funds without transaction fees or sales charges.

MUTUAL FUNDS & ETFS

Financial Professional

For guidance when investing, ask a financial professional about buying Thrivent mutual funds & ETFs.

Contact a Thrivent advisor

Buy 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.

MUTUAL FUNDS & ETFS

Brokerage Account

If you already have a brokerage account, our mutual funds & ETFs can be purchased through online brokerage platforms by searching for Thrivent Mutual Funds and ETFs.

Buy with 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.

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

 

Need more help?

If you need assistance, we’re here to help. Reach out to us via the phone, email, and support page information below.

 

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. For example:

 - 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.

1 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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CUSTOMER SUPPORT

Thrivent Mutual Fund Forms

You can use these forms to apply for a new Thrivent Mutual Funds account, manage your account settings, and make transactions. Some of these activities can also be done online once you’ve set up your account.

Looking for new account forms?

Access them below or open an account and purchase funds right on our site.

Open new account
Manage your existing account

Get forms such as beneficiary claims, transfers of ownership, & more.

Log into your account
Manage your money

Find forms to manage money in your account or login to view your existing portfolio.

View your portfolio

New account forms

Traditional-SEP IRA Account Application

You can apply online for a traditional IRA or a SEP IRA (as an employee). You can also download a form (MF29029IRA) to apply.

Download form

Roth IRA Account Application

You can apply online for a Roth IRA. You can also download a form (MF29029RTH) to apply.

Download form

Transfer/Direct Rollover/Conversion Request

You can initiate an online request for an IRA-to-IRA transfer, direct rollover, or Roth IRA conversion. You can also download a form (MF11502) to initiate these transactions.

Download form

Non-Retirement Account Application

You can apply online for non-retirement accounts, including individual, joint ownership, and Uniform Transfer to Minor (UTMA). Download this form (MF29029) to apply for a new non-retirement account for:

  • Trusts (also complete the Certification of Trust form below)
  • Estates
  • Conservatorships/Guardianships
  • Businesses/Organizations (also complete the Business Entity Information form below)

Download form

Coverdell ESA Custodial Account Application

You can apply online for a Coverdell ESA. You can also download a form (MF29029EDU) to apply.

Download form

Business Entity Information

Download this form (MF23438) to authorize ownership of mutual fund account by a business.

Download form

Certification of Trust

Download this form (MF24143) to authorize ownership of mutual fund account by a trust.

Download form

403(b) Transfer/Exchange Request

Download this form (MF24965) for transfer/exchange/rollover/conversion requests into or out of a 403(b) Tax Sheltered Annuity Plan for Mutual Funds.

Download form

Download IRS Form W-4R to request withholding other than 0% or 10%.

Download form

Manage your account

Transfer of Ownership Request

You can use this form (MF23432) to:

  • Add or remove an account owner 
  • Gift shares from an account
  • Transfer an account into a trust
  • Change custodian, responsible individual, conservator, or guardian
  • Transfer an UTMA/UGMA for minor who has reached age of majority 
  • Transfer an account due to death

Download form

Mutual Funds Beneficiary Designation

Use this form (MF307) to add or update the beneficiaries to your account.

Download form

Certification of Trust

Download this form (MF24143) to authorize ownership of mutual fund account by a trust.

Download form

Mutual Funds Interested Party Statement Authorization

Use this form (MF26822) to add or update authorization for an interested party to receive confirmation and quarterly statements.

Download form

Plan Administration Online Access

Use this form (MF29612N8) for SEP, SIMPLE, and 403(b) to request access to Plan Administration Online, which will allow the plan administer to:

  • Create and submit rosters
  • Adjust participant contributions
  • Complete ACH contributions into participant accounts

Download form

Qualified Charitable Distribution Request

Use this form (MF29998) to process a Qualified Charitable Distribution (QCD) from your IRA.

  • Request a one-time or recurring systematic QCD - The distribution check will be made payable to the charity and can be sent to the address of the charity or directly to the address on your account.
  • IRA holder must age 70.5 or older at the time of the distribution
  • Can be processed from a Traditional IRA, Roth IRA, Non-Ongoing SEP or SIMPLE IRAs (no contributions received in the same year the charitable distribution occurs) or Inherited IRAs provided beneficiary has reached age 70.5 at the time of the distribution

Download form

Telephone Transactions

Download this form (MF23435) to establish/change/stop telephone redemption/exchange/purchase options.

Download form

Non-Retirement Account Beneficiary Claim

Download this form (MF34914) to initiate a non-retirement account beneficiary claim.

Download form

Retirement Account Beneficiary Claim

Download this form (MF34915) to initiate a retirement account beneficiary claim.

Download form

Download IRS Form W-4R to request withholding other than 0% or 10%.

Download form

Thrivent Funds Recharacterization Election

Download this form (MF14625) to recharacterize your Traditional IRA balance.

Download form

Manage your money

Required Minimum Distribution Request

If you know the amount of your Required Minimum Distribution (RMD), you can set up a one-time distribution online. If you don’t know the amount of your RMD, you’ll need to fill out the Required Minimum Distribution form (MF14643). Before you send us your form, make sure you’ve provided the following:

  • Fund/Account number
  • Whether you want a one-time distribution or ongoing automatic distributions
  • Indicate your preferred method of distribution
  • For direct deposit, indicate the routing number and account number of your financial institution
  • Account owner signatures and date signed

Once you’ve completed the form, mail it or fax it to our office using the address and fax number found on the form.

Download form

Download IRS Form W-4R to request withholding other than 0% or 10%.

Download form

Exchange Request

You can move money between funds online by logging into your Thrivent Mutual Funds account and accessing your Portfolio screen. You can also download this form (MF23434) to move money between accounts (form only) or move money between funds.

Download form

Automatic Purchase Plan

You can do these purchase activities online by logging into your Thrivent Mutual Funds account and accessing your Portfolio screen:

  • Establish a purchase plan
  • Change an existing purchase plan
  • Stop existing purchase plan
  • Change financial institution information

You can also do these activities by downloading and completing the Automatic Purchase Plan form (MF6568). Before you send us your form, make sure you’ve provided the following:

  • Bank information including routing number and account number
  • Start date for your ongoing deductions
  • Account owner signatures and date signed

Once you’ve completed the form, mail it or fax it to our office using the address and fax numbers found on the form.

Download form

Non-Retirement Account Redemption Request

You can redeem non-retirement account mutual fund shares online by logging into your Thrivent Mutual Funds account and accessing your Portfolio screen. You can also use this form (MF23433) to redeem mutual fund shares or make a death distribution (form only).

Download form

Retirement Account Redemption Request

You can also redeem retirement account mutual fund shares online by logging into your Thrivent Mutual Funds account and accessing your Portfolio screen. You can also use this form (MF28938) to redeem mutual fund shares or make a death distribution (form only).

Download form

Download IRS Form W-4R to request withholding other than 0% or 10%.

Download form

Transfer/Direct Rollover/Conversion Request

You can initiate an online request for an IRA-to-IRA transfer, direct rollover, or Roth IRA conversion. You can also download a form (MF11502) to initiate these transactions.

Download form

Download IRS Form W-4R to request withholding other than 0% or 10%.

Download form

Business Entity Information

Download this form (MF23438) to authorize ownership of mutual fund account by a business.

Download form

Nonqualified Account Transfer Request

Download this form (MF10136) to initiate a Nonqualified Account Transfer Request.

Download form

Automatic Redemption Plan

Download this form (MF23430) to establish/change/stop ongoing systematic redemptions.

Download form

Download IRS Form W-4R to request withholding other than 0% or 10%.

Download form

Automatic Exchange Plan

Download this form (MF23428) to establish/change/stop ongoing systematic requests to move money from one fund to another fund with like registrations.

Download form

Excess Removal of SIMPLE IRA Employee Contributions

Download this form (MF24999) to remove excess contributions from a SIMPLE IRA account.

Download form

Excess Removal from Traditional IRA/Roth IRA/SEP IRA/SARSEP IRA

Download this form (MF6535) to remove excess contributions from a Traditional IRA, Roth IRA, SEP IRA or SARSEP IRA account.

Download form

Dividends/Capital Gains Distribution

Download this form (MF23429) to update Dividend and/or Capital Gain distribution options.

Download form

Looking for tax forms?

Your Thrivent mutual fund tax forms can be found online in the Documents section of your Portfolio.

View your portfolio

Related content

Managing accounts FAQs

Purchases, sales, & redemptions FAQs

Login & password FAQs

Still have questions?

Contact our Customer Support at 800-847-4836. When calling, say "mutual funds' for faster service.