Tax day is April 15, 2021. Visit the Tax Resource Center to help you prepare.

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

5498 ESA tax information

Form 5498-ESA is used to report contributions and rollovers made to a Coverdell Education Savings Account for a given tax year. Find more information about Coverdell Education Savings Accounts.

Who gets it

Shareholders who made contributions or rollovers to a Coverdell Education Savings Account in the year.

Additionally, expect to receive a 5498 ESA if you had:

  • contributions made to a Coverdell Education Savings Account
  • rollovers or trustee-to-trustee transfers made to a Coverdell Education Savings Account
When it's mailed

Thrivent Mutual Funds targets mail date by April 30th.

What's in it

A summary of contributions, transfers and rollovers made to date to your CESA for the year; and the Dec 31st market value for each CESA you own.

How to use it

Track your contributions and determine your basis.

Keep in mind

If you want to make Coverdell ESA contributions for the prior tax year, it must be postmarked by the due date of the contributor’s tax return (generally April 15th) and designated as a contribution for the previous year.

5498 ESA 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.