Managing accounts FAQs

1. Log in to your account.
2. In the upper navigation, click on “My Portfolio” and select “My Profile” from the dropdown menu.    
3. Go to the Profile page.

1. On the My Profile page, scroll down to “Account Addresses,” click on “View Addresses” to expand the information.
2. Click on “Update All Addresses” link.
3. On the Update All Addresses page, enter your new address in the fields provided.
4. Select the “Continue” button.
5. On the Verify New Address page, review the information you provided and select the “Submit” button. You’ll be taken to a confirmation page.
6. Refresh the My Profile page to see the updated changes.

1. On the My Profile page, scroll down to “Phone Numbers,” select the “Update Phone” link.
2. On the Update Phone Numbers page, enter your new phone number(s) in the fields provided.
3. Select the “Continue” button.
4. On the Verify Phone Numbers page, review the information you provided and select the “Submit” button. You’ll be taken to a confirmation page.
5. Refresh the My Profile page to see the updated changes.

1. On the My Profile page, scroll down to “Email Address,” select the “Update Email” link.
2. On the Update Email page, enter your new email address in the fields provided.
3. Select the “Submit” button. You’ll be taken to a confirmation page.
4. Refresh the My Profile page to see the updated changes.

1. Log in to your account.
2. In the upper navigation, click on “My Portfolio” and select “My Profile” from the dropdown menu.
3. Under “Document Delivery Preferences” select the “Update Preferences” link.
4. On the Document Delivery Preferences page, make your changes.
5. Select the “Submit” button. You’ll be taken to a confirmation page. 

1. Log in to your account.
2. In the upper navigation, click on “My Profile” and select “My Documents” from the dropdown menu
3. Under My Documents, click on the arrows to expand options for statements and tax forms.

1. Log in to your account.
2. On the My Portfolio landing page, scroll down the page to view each account you own.
3. Account values are listed for each account.

To update your beneficiary online:

1. Log in to your account.
2. In the upper navigation, click on “My Portfolio” and select “My Profile” from the dropdown menu.
3. On the My Profile page, scroll down to “Beneficiary Management,” click on the “View Beneficiaries” link to expand the information.
4. Select the “edit” link next to the fund/account you wish to update.
5. On the Manage Beneficiaries screen, complete the “Update” screen to delete and/or add new primary and/or contingent beneficiaries, then complete the “Verification” and “Confirmation” screens.
6. Refresh the My Profile page to see the updated changes.

To update your beneficiary in writing, complete the Mutual Funds Beneficiary Designation form, including the following information: 

• Fund/Account number
• Beneficiary’s Social Security Number
• Name of custodian if the beneficiary is a minor
• Signatures from all existing account owners
• Mail or fax to the address and fax numbers found on the form

If transferring a retirement or other tax-deferred account, you can learn more about your options to make an informed decision by visiting our Rollover Accounts page.

If transferring a general investing account (an account with no tax benefits), complete the Nonqualified Transfer form MF10136.

• Include signatures from all new and existing account owners
• Contact your financial institution and ask whether they require the following before transferring your funds:
  • Medallion Signature Guarantee Seal or Notary Seal
• Mail or fax to the address and fax number found on the form

To transfer an account into a trust account, complete the following two forms:

• Change of Registration form MF23432
• Certification of Trust form MF24143
• Include signatures from all new and existing account owners on the Change of Registration form
• Mail or fax to the address and fax number found on the form

Complete a Change of Registration form MF23432.

• Include signatures from all new and existing account owners
• Mail or fax to the address and fax number found on the form

Complete a Change of Registration form MF23432.

• Include signatures from all new and existing account owners
• Mail or fax to the address and fax number found on the form

Complete a Change of Registration form MF23432.

• Include signatures from all new and existing account owners
• Mail or fax to the address and fax number found on the form

Complete a Retirement Account Beneficiary Claim form MF34915 or a Non Retirement Account Beneficiary Claim form MF34914

• Include a copy of the certified death certificate if one is not currently on file with Thrivent Mutual Funds or Thrivent Financial annuity/life/death claims
• Include signatures from all new and existing account owners
• Mail or fax to the address and fax number found on the form