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

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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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:
  • 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