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.

 

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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.
1-800-847-4836
M-F, 8 a.m. – 6 p.m. CT
Say “ThriventFunds.com” for faster service.
Contactus@Thriventfunds.com or,
Visit our support page

 

1 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. $50 a month automatic investment does not apply to the Thrivent Money Market Fund or Thrivent Limited Maturity Bond Fund, which have a minimum monthly investment of $100.

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Tax Resource Center

Navigating tax season can be complicated. That's why we created these resources to make it easier to understand. At Thrivent Mutual Funds, we recommend you consult your tax advisor to make sure you’re getting the most out of your investments. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.

2020 Tax Calendar

All the important tax dates you'll need to know in preparation for the 2019 tax year.

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Tax FAQs

Answers to some of the most common questions.

View FAQs

2019 Tax Forms

Looking for your tax forms? Get them here. Most forms will be sent by January 31st.

Buy online from Thrivent Mutual Funds? Access Forms Here.

Work with a Thrivent Financial Representative? Access Forms Here.

What tax events happened this past year?

Taxable Accounts

1099-DIV - I received dividends or capital gains for my account

1099-B - I redeemed or exchanged shares from my account

IRAs and 403(b)

1099-R IRA 403(b) - I received distributions from an IRA or 403(b) account

5498 IRA - I made an IRA contribution or did a rollover or Roth IRA conversion

Coverdell Education Savings Account

1099-Q - I received a distribution from my Coverdell Account 

5498 ESA - I made contributions to a Coverdell Account

 

Additional Resources

 

Capital Gains and Dividend Information

Capital Gain Distributions

State Information for Federal Tax-Exempt Dividends

Federal Tax-Exempt Dividend Information

Income Received by Corporate Shareholders

Qualified Dividend Income

Percentage of Ordinary Dividends from Government Obligations

 

Additional Tax Resources

State Tax Agency Information

Using TurboTax

IRS.gov or call 800-829-1040 for the IRS Tax Help Line