Tax Day is April 18, 2023. Visit the Tax Resource Center to help you prepare.

How to buy mutual funds & ETFs from Thrivent

We’re delighted you’re considering our funds. No matter how you buy, we’re here to help you invest with confidence.

Buy mutual funds online through Thrivent Funds

To buy mutual 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 funds through your financial professional

Need more guidance? Interested in an ETF? Ask your financial professional about Thrivent Mutual Funds and ETFs.

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 your brokerage account

Our mutual funds & ETFs can be purchased through online brokerage platforms. Search for Thrivent Mutual Funds and ETFs when making your selections.

Why buy through 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.

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

 

Need more help?
  • For mutual funds help, call us at 800-847-4836, or email contactus@thriventfunds.com.
  • For ETFs, contact your financial professional or brokerage firm.
  • For additional help visit our support page.

 

This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment. Expand for more info.
  • You may have to pay more money to trade the ETF’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.
  • The price you pay to buy ETF shares on an exchange may not match the value of the ETF’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared to other ETFs because it provides less information to traders.
  • These additional risks may be even greater in bad or uncertain market conditions.
  • The ETF will publish on its website each day a “Proxy Portfolio” designed to help trading in shares of the ETF. While the Proxy Portfolio includes some of the ETF’s holdings, it is not the ETF’s actual portfolio.

The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF’s performance. If other traders are able to copy or predict the ETF’s investment strategy, however, this may hurt the ETF’s performance. For additional information regarding the unique attributes and risks of the ETF, see the Principal Risks section of the prospectus.

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 IRA tax information

When IRA contributions, rollovers, conversions, or recharacterizations are applied to your accounts in a given tax year, Form 5498 will report this information to the IRS.


Who will receive it

Shareholders who made contributions, rollovers or recharacterizations to their Traditional, SEP, Simple or Roth IRAs, or who made Roth IRA conversions.

If no contributions are made for the year, a 5498-tax form will not produce, use your Dec. 31 year-end statement to obtain the fair market value of your account.


When it will be mailed

For Traditional and Roth IRAs, with contributions, conversions, or rollovers, Thrivent Mutual Funds will mail no later than January 31.

IRA contributions made between January 1 and the tax due date of the current year as a contribution for the previous tax year will generate a corrected 5498 tax form in the current year that will be mailed by May 31.

If you want to make IRA contributions for the prior tax year, it must be postmarked by your tax return due date (generally April 15) and designated as a contribution for the previous year.

For SEP or SIMPLE IRA contributions from your employer, forms will be sent out in January.


What information is included
  • Contributions to Traditional IRAs and Roth IRA Rollovers made to IRAs
  • Conversions from a Traditional IRA, SEP IRA or SIMPLE IRA to a Roth IRA or qualified rollover contribution from an eligible retirement plan (other than IRA) to a Roth IRA
  • SEP and SIMPLE IRA contributions made through the employer during the calendar year
  • Indications whether the IRA is subject to required minimum distributions (RMDs) in the following year
  • Fair market value of IRAs as of Dec. 31
  • Recharacterizations (changing or undoing a Traditional IRA contribution from a Roth IRA contribution or vice versa)
  • Special postponed contributions (Allied Force, Enduring Freedom, Iraqi Freedom and taxpayers affected by federally designated disaster areas)
  • Repayment of a qualified reservist distribution or a designated disaster distribution repayment

How to use it

Use Form 5498 to confirm amounts you need to report on your tax return related to contributions and rollovers.

Box 11 indicates if your account is subject to minimum distribution requirements for the upcoming year.

5498 IRA tax form information

Refer to the instructions for IRS Form 1040 and IRS Form 8606 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.