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Three ways to invest in Thrivent funds

We’re here to help you invest with confidence.

MUTUAL FUNDS

Thrivent Account

You can purchase mutual funds right on our site with an online account.

Get started

Invest with a Thrivent account

  • Set up an account starting with as little as $50 per month.1
  • Access your online account at your convenience.
  • Purchase funds without transaction fees or sales charges.

MUTUAL FUNDS & ETFS

Financial Professional

For guidance when investing, ask a financial professional about investing in Thrivent mutual funds & ETFs.

Contact a Thrivent advisor

Invest 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.

MUTUAL FUNDS & ETFS

Brokerage Account

If you already have a brokerage account, our mutual funds & ETFs can be purchased through online brokerage platforms by searching for Thrivent Mutual Funds and ETFs.

Invest with a brokerage account

  • Add Thrivent Mutual Funds and ETFs to your 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.

  • Take our quiz to determine your personal investment style.
  • Talk to your financial advisor about ETFs.
  • Sign up for our monthly investing insights newsletter.

 

Need more help?

If you need assistance, we’re here to help. Reach out to us via the phone, email, and support page information below.

 

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. Account minimums for other options vary.

Thrivent ETFs may be purchased through your financial professional or brokerage platforms.

Contact your financial professional or brokerage firm to understand minimum investment amounts when purchasing a Thrivent ETF.

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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 will receive it

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

5498 ESA will be mailed 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 will be mailed

Thrivent Mutual Funds will mail no later than April 30.

What information is included

A summary of contributions, transfers and rollovers made to date to your CESA for the year; and the Dec 31 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 15) 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.