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FAQs



Managing Accounts

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

  1. Log in to Portfolio.    
  2. Go to the Profile page.

To update your address:

  1. On the Profile page, under Account Addresses, select the “Update All Addresses” link.
  2. On the Update All Addresses page, enter your new address in the fields provided.
  3. Select the “Continue” button.
  4. On the Verify New Address page, review the information you provided and select the “Submit” button. You’ll be taken to a confirmation page.

To update your phone number:

  1. On the Profile page, under 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.

To update your email:

  1. On the Profile page, under 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.

How do I change my document delivery preferences?

  1. Log in to Portfolio.
  2. Go to the Profile page.
  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. In order to make any changes to your, phone numbers, email or document delivery preferences associated with your Thrivent.com accounts, you’ll need to go to Thrivent.com.

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

  1. Log in to Portfolio.
  2. Select the “Documents” link.

Where do I find account values for my mutual fund? 

  1. Log in to Portfolio.
  2. On the Portfolio landing page, select the “View Account Details” toggle.
  3. View share price, number of shares and values for your funds.

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

In order to change a beneficiary on your mutual fund account you’ll need to fill out the Mutual Funds Beneficiary Designation form. 

Before you send us your form, make sure you’ve provided the following:

  • Fund/Account number
  • Primary beneficiary’s Social Security Number
  • Name of custodian if the beneficiary is a minor
  • Signatures from all existing account owners

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

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

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

In order to transfer a general investing account (an account with no tax benefits) you have at another financial institution to a Thrivent Mutual Funds account, you’ll need to fill out the Nonqualified Transfer Request form.

Follow the instructions provided in the form. Make sure you’ve done the following before sending it in:

  • Obtain 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

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

How do I transfer an account to a trust?

In order to transfer an account into a trust account, you’ll need to fill out two forms:

Follow the instructions provided in the forms. Make sure you’ve done the following before sending it in:

  • Obtain signatures from all new and existing account owners

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

How do I add or remove an account owner?

You’ll need to fill out a Transfer of Ownership Request form. 

Follow the instructions provided in the form. Make sure you’ve done the following before sending it in:

  • Obtain signatures from all new and existing account owners

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

How do I gift shares from my account?

In order to gift shares from your account, you’ll need to fill out a Transfer of Ownership Request form. 

Follow the instructions provided in the form. Make sure you’ve done the following before mailing it in:

  • Obtain signatures from all new and existing account owners

Once you’ve completed the form, mail it or fax it to our office using 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?

In order to transfer an UTMA/UGMA account for a minor who’s reached the age of majority, you’ll need to fill out a Transfer of Ownership Request form.

Follow the instructions provided in the form. Make sure you’ve done the following before mailing it in:

  • Obtain signatures from all new owners

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

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

In order to transfer an account due to the death of an account owner, you’ll need to fill out a Transfer of Ownership Request form. 

Follow the instructions provided in the form. Make sure you’ve included the following before mailing it in:

  • 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
  • Obtain signatures from all authorized individuals 

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