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.

 

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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

2023 Tax calendar

Form mailing date

5498 and/or 1099 forms will generally be mailed by January 31. The forms are accessible online through shareholders accounts.

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

  • Thrivent Diversified Income Plus Fund
  • Thrivent Multidimensional Income Fund

IRS Form 5498 Coverdell Education Savings Account (CESA) reporting contributions for the previous year will be mailed by April 30.

If shareholders made Traditional or Roth IRA contributions for 2022 in 2023, IRS Form 5498 will be mailed by May 31.

Make your final contributions for 2022 by April 18, 2023

Contributions made to your Traditional IRA, Roth IRA, or CESA on or before April 18, 2023, can be reported under your 2022 tax filing as long as you indicate it is a 2022 contribution. Otherwise it will be reported as a 2023 contribution.

Maximum contribution for Traditional and Roth IRAs: $6,000 (plus a $1,000 "catch up" contribution if you are 50 or older)

Taxes are due

The tax deadline for filing individual 2022 IRS Federal Tax Returns is April 18, 2023. 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 16 is the final due date for your 2022 Tax Return if you filed for an extension.

File for an extension

If you don’t think you’ll make the April 18, 2023 due date for filing 2022 taxes, you can file for an extension by that date. If you request a personal extension for after April 18, 2023, this does not extend the deadline for payment of taxes owed nor for making IRA or Coverdell Education Savings Account contributions for 2022. 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.