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FAQs



Purchases, Sales & Redemptions

How do I make a one-time purchase, exchange, or redemption online?

  1. Log in to Portfolio.
  2. Select View Account Details for the account into which you want to complete a transaction.   
  3. Under “Action” select a transaction type from the dropdown menu for the fund that you want to purchase to or transact from. 
  4. Enter the dollar amount you want to invest, exchange, or redeem in the “Amount” field next to the fund for which you are making a transaction.
  5. For a purchase and depending on the type of account and time of the year, you may be asked to choose the year you want the purchase to be added as a contribution.
  6. For a purchase, select the bank account from which funds will be used to make the transaction. For an exchange, select the fund into which you will be exchanging. For a redemption, select how you want to receive the redemption. 
  7. Select the “Continue” button. 
  8. On the Verify page, select the “Submit” button.
  9. You’ll be taken to the Confirmation page.

For adding new funds into an existing account

  1. Log in to Portfolio.
  2. Select Add A New Fund next to the account you want add the fund to.
  3. Enter the dollar amount you want to invest in the “Amount” field.
  4. Select a fund.
  5. Select the bank account from which funds will be withdrawn to make the purchase. 
  6. Select the “Continue” button.
  7. On the Verify Purchase page, select the “Submit” button. 
  8. You’ll be taken to the Purchase Confirmation page. 

Note: When you add new funds to an existing account, the account options in use in the first existing fund in the account will be used for the new fund.

When will my purchase be applied?

For online purchases

Online payments are posted to your account right away, but may take two to four business days before you see the funds leave your bank account. Any purchase made prior to stock market closing (3:00 p.m. CT, most days) will be applied using that business day’s share price. If a trade is made after market close, on the weekend, or a market holiday, the trade will be placed the following business day.

For purchases made with a check 

Allow five to seven business days for check payments to be processed. Purchases will be applied to your account as of the date received at our processing center. 

Where do I mail my check and to whom do I make it payable to purchase Thrivent mutual funds?

Our mailing address for additional investments into your account is:

Thrivent Mutual Funds
PO Box 219334
Kansas City, MO 64121-9334

If you need to make an express purchase (overnight delivery), our mailing address is: 

Thrivent Mutual Funds
330 West 9th Street
Kansas City, MO 64105

Please make your checks payable to: Thrivent Mutual Funds

How do I set up recurring monthly purchases, exchanges, or redemptions?

  1. Log in to My Portfolio.
  2. Select the “View Account Details” link for the account and fund you wish to make a recurring purchase into.
  3. Under “Select” select a transaction type the dropdown menu. 
  4. Select the “Add a Plan” button and follow the steps.
  5. Enter amount and select a bank account and select “Continue”.
  6. Select the day and months you’d like to schedule your recurring transaction. 
  7. You may also select months you’d like to skip transactions or add an End Date. 

You may also use the Automatic Purchase Plan form in order to set up recurring purchases. 

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. 

Can I request a transaction on a weekend or holiday?

Yes, any transaction scheduled on a weekend or holiday will be placed using the next business day’s share price.

Where do I find my account transaction history?

  1. Log in to Portfolio. 
  2. Select the “View Account Details” link.
  3. Under “Action” select “Transaction History” from the dropdown menu for the appropriate fund. This section will have all your recent purchases, redemptions, and distributions

How do I change or delete a pending one time exchange, redemption or purchase I made online?

If you want to delete or change a pending transaction you’ll need to call Customer Service at 800-847-4836, prior to the stock market closing for the day.

How do I make changes to the date or amount for a recurring purchase, exchange, or redemption plan?

You can make changes on transactions up to two days prior to the scheduled transaction.  

  1. Log in to Portfolio.
  2. Select the “View Account Details” link.
  3. Under “Action” select your transaction type from the dropdown menu for the fund with the recurring transaction plan. 
  4. On the next page, select the “Edit” icon next to the plan you want to make changes to. 
  5. Make any changes to the recurring transaction plan.
  6. Select the “Continue” button. 
  7. On the Verification page, review the changes you’ve made then select the “Submit” button.

You may also use the Automatic Purchase Plan form in order to change the draft date or the amount for an existing recurring purchase plan.  

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

  • Bank information including routing number and account number 
  • New draft date for your ongoing deductions
  • Updated draft amount
  • Bank 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. 

How do I stop a recurring purchase, exchange, or redemption plan?

  1. Log in to Portfolio.
  2. Select the “View Account Details” link.
  3. Under “Action” select your transaction type from the dropdown menu. 
  4. On the Recurring Plans page, select the “Delete” icon next to the fund you want to remove. 
  5. You’ll receive a message asking if you’re sure you want to delete the recurring purchase. Select the “Yes” button.
  6. On the Recurring Plans page, a message will display indicating that your recurring transaction plan has been deleted.

You may also use the Automatic Purchase Plan form in order to stop an existing recurring purchase plan. 

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

  • Bank information including routing number and account number
  • Fund/Account number
  • 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.

This can be both one-time and recurring

Once I’ve reached 70½, how do I take my required minimum distributions (RMDs) each year, or set up ongoing automatic distributions?

In order to obtain a one-time distribution, or set up ongoing automatic distributions once you’ve reached the age of 70½, there are two options.

If you know the amount of your 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. 

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.