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.

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.

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 monthly investment amount of $50 are offered through the Thrivent Mutual Funds “automatic investment 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

2026 Tax calendar

Form mailing date

5498 and/or 1099 forms will generally be mailed by January 31. Tax forms are also accessible online by logging into thrivent.com or mobile application with your Username and Password.   

Thrivent mutual funds that invest in REITs (real estate investment trusts), forms will be mailed and available online mid-February:

  • Thrivent Conservative Allocation Fund

IRS Form 5498ESA Coverdell Education Savings Account with contributions for the previous year will be mailed by April 30.

Traditional or Roth IRA contributions for 2025 in 2026, IRS Form 5498 will be mailed by May 31.


Make your final contributions for 2025 by April 15, 2026

Contributions made to your Traditional IRA, Roth IRA, or CESA on or before April 15, 2026, can be reported under your 2025 tax filing as long as you indicate it is a 2025 contribution. Otherwise, it will be reported as a 2026 contribution.

Maximum contribution for Traditional and Roth IRAs (total between both IRA types): $7,000 (plus a $1,000 “catch up” contribution if you are 50 or older).


Taxes are due

The tax deadline for filing individual 2025 IRS Federal Tax Returns is April 15, 2026. State filing deadlines may vary. Check with your state’s Department of Revenue for state filing updates. Some states affected by disasters may have later tax filing deadlines.

October 15 is the final due date for your 2025 Tax Return if you filed for an extension.


File for an extension

If you will not make the April 15, 2026 due date for filing 2025 taxes, you can file for an extension by that date. If you request a personal extension after April 15, 2026, this does not extend the deadline for payment of taxes owed nor for making IRA or Coverdell Education Savings Account contributions for 2025. For more information visit the IRS.


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.