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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General tax FAQs

What do I do if I have an error on my tax form?

Contact Customer Support at 800-847-4836 and say "mutual funds" for faster service if you believe you have an error on your tax form such as:

  • Your social security number is incorrect.
  • You moved and need to update an address.
  • The amount reported on the Form 1099 is incorrect.

 

Can I invest my tax refund into my Thrivent Mutual Funds account?

Yes. The IRS allows taxpayers to elect to have their federal income tax refunds directly deposited into an account with a bank or other financial institution, including your Thrivent Mutual Funds account.  To encourage saving for retirement, the IRS permits taxpayers to split the refund into multiple (up to three) accounts, including IRAs and Coverdell Education Savings Accounts (CESAs).

Taxpayers electing to directly deposit their federal income tax refund will use IRS Form 1040 (if directing to only one account) or IRS Form 8888 (if splitting refund between two or three different accounts). When directing the federal income tax refund to a Thrivent Mutual Fund account, you should use the following information when completing the election.

  • Routing Number: 011000028
  • Account Number: TF5-0XX-XXXXX or TF5-XXX-XXXXX
  • Account Type: C or Checking


For mutual funds, replace the first 0XX or XXX with your fund account number as it appears on your Mutual Fund Year-End statement. For example, if your fund and account number on your statement is 17-1234567890, then you would indicate TF5-017-1234567890 (if your fund is a three-digit number such as 350-1234567890, then use TF5-350-1234567890) either on IRS Form 1040 or IRS Form 8888.

For direct deposits into an IRA, the contribution will be treated as a current year contribution. If the contribution was received by Thrivent Mutual Funds prior to your tax filing deadline (without regard to extensions), and you want it to be treated as a prior year contribution, you must contact Thrivent Mutual Funds after you receive your transaction confirmation.

The instructions for IRS Form 8888 detail what the IRS will do if the refund is increased or decreased due to a math error or refund offset. If the deposit into one or more of your accounts is changed and the account is subject to contribution limits (such as IRA), you may need to correct your contribution or file an amended return.

 

Can I receive my Thrivent Mutual Funds tax form electronically? 

If the account owner has consented for electronic delivery of their tax forms on thrivent.com you will receive the Thrivent Mutual Funds tax form via email rather than paper.

To update your delivery option from paper to email:

  • Log into thrivent.com
  • Click Manage My Profile > Preference Center and update your preference for Tax Form delivery to email.

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.