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.
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.

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.

1099-Q CESA distributions

If you received distributions from a Coverdell Education Savings Account, you’ll receive Form 1099-Q. Find more information about Coverdell Education Savings Accounts.


Who gets it
  • Shareholders who took partial or total distributions.
  • Additionally, expect to receive a 1099-Q if you had:
  • Distributions taken from a Coverdell Education Savings Account (CESA)
  • Distributions taken to remove an excess CESA contribution
  • Transfers from a CESA to another CESA or 529 plan
  • Distributions to a beneficiary due to the student's death

When it's mailed

  • Thrivent Mutual Funds targets mail dates by January 31st.
 


What's in it
  • Distribution amount.


How to use it

  • Calculate taxable income on IRS Form 1040 and state/local tax returns.


1099-Q Tax Form Information

Refer to IRS Publication 970 for more information.

The information provided is not intended as a source for tax, legal or accounting advice. Please consult with a legal and/or tax professional for specific information regarding your individual situation.