How to buy mutual funds from Thrivent

We’re delighted you’re considering Thrivent Mutual Funds. No matter how you buy, we’re here to help you invest with confidence.

Buy online through Thrivent 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 through a financial professional

Need more guidance? Ask your financial professional about Thrivent Mutual Funds.

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 an investment account

Our funds can be purchased through other online brokerage platforms. Search for Thrivent Mutual Funds when making your selections.

Why buy through a brokerage account?

  • Add Thrivent Mutual Funds to 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.

 

Need more help?

Call or email us.
800-847-4836

M-F, 8 a.m. – 6 p.m. CT
Say “mutual funds" for faster service.
contactus@thriventfunds.com or,
Visit our support page

 

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.

Now leaving ThriventFunds.com

 

You're about to visit a site that is neither owned nor operated by Thrivent Mutual Funds.

In the interest of protecting your information, we recommend you review the privacy policies at your destination site.

Managing accounts FAQs

How do I update my address, phone number or email?
  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.

To update your address:
  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.

To update your phone number:
  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.

To update your email:
  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.

How do I change my document delivery preferences?
  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. 

Do the changes I make to My Profile in thriventfunds.com get updated in my thrivent.com account?
Only updates to your address and email will be transferred over. To make any changes to your information, such as phone numbers, email or document delivery preferences associated with your thrivent.com accounts, you’ll need to log in to thrivent.com.

Where do I find my thriventfunds.com mutual fund statements and tax forms?
  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.

Where do I find account values for my Thrivent mutual fund?
  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.

How do I add, change, or update a beneficiary on my Thrivent mutual fund?

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

How do I transfer an account from another financial institution to Thrivent Mutual Funds?

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:
  • A signature guarantee or
  • Medallion Signature Guarantee Seal or Notary Seal
  • Mail or fax to the address and fax number found on the form

How do I transfer an account to a trust?

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


How do I add or remove an account owner?

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

How do I gift shares from my account?

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

How do I transfer an UTMA/UGMA for a minor who’s reached the age of majority?

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

How do I transfer an account due to death of an account owner?

Complete a Change of Registration form MF23432.

  • 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


Still have questions?

Contact Customer Support at 800-847-4836, Monday-Friday, 7am–6pm central. When calling, say “mutual funds” for faster service.

View funds