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.
800-847-4836

M-F, 8 a.m. – 6 p.m. CT
Say “mutual funds" for faster service.
contactus@thriventfunds.com or,
Visit our support page

 

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.

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1099-Q payments from qualified education programs distributions

If you received distributions from a 529 plan or a Coverdell Education Savings Account (ESA), you will receive Form 1099-Q. Find more information about Coverdell Education Savings Accounts.


Who will receive it

Shareholders should expect to receive a 1099-Q including the gross distribution amount if you had:

  • Distributions to the recipient and any direct payments to a qualified educational account.
  • Withdrawals of excess Coverdell ESA contributions.
  • Transfers from a Coverdell ESA to another Coverdell ESA or 529 plan.
  • Distributions to a beneficiary or estate due to death.

When it will be mailed

Thrivent Mutual Funds will mail no later than January 31st.


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.