Tax day is now extended to May 17, 2021. Visit the Tax Resource Center to help you prepare.

How to buy mutual funds from Thrivent

We’re delighted you’re considering Thrivent Mutual Funds. No matter how you buy, we’re here to help you invest with confidence.

Buy online through Thrivent 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 through a financial professional

Need more guidance? Ask your financial professional about Thrivent Mutual Funds.

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 an investment account

Our funds can be purchased through other online brokerage platforms. Search for Thrivent Mutual Funds when making your selections.

Why buy through a brokerage account?

  • Add Thrivent Mutual Funds to 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.

 

Need more help?

Call or email us.
1-800-847-4836
M-F, 8 a.m. – 6 p.m. CT
Say “ThriventFunds.com” for faster service.
Contactus@Thriventfunds.com or,
Visit our support page

 

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. $50 a month automatic investment does not apply to the Thrivent Money Market Fund or Thrivent Limited Maturity Bond Fund, which have a minimum monthly investment of $100.

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TAX RESOURCE CENTER

As of March 17, 2021, the IRS has extended the April 15 tax deadline for filing individual 2020 IRS Federal Tax Returns and IRA contributions to May 17, 2021. State filing deadlines may vary. Check with your state's Department of Revenue for state filing updates

2021 Tax calendar

Form mailing date

Your 5498 and/or 1099 will generally be mailed by January 31. You can also access it online through your account.

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 30th.

If you made Traditional or Roth IRA contributions for 2020 in 2021, IRS Form 5498 will be mailed by June 30.

Make your final contributions for 2020 by May 17, 2021

Any contribution made to your Traditional or Roth IRA or CESA on or before May 17, 2021 will fall under your 2020 tax filing, so long as you indicate it as a 2020 contribution.

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

Taxes are due

The tax deadline for filing individual 2020 IRS Federal Tax Returns is now May 17, 2021. State filing deadlines may vary. Check with your state's Department of Revenue for state filing updates.

October 15th is the final due date for your 2020 Tax Return, if you filed for an extension.

File for an extension

If you don’t think you’ll make the May 17, 2021 due date for filing 2020 taxes, you can file for an extension by that date. If you request a personal extension for after May 17, 2021 this does not extend the deadline for payment of taxes owed and for making IRA or Coverdell Education Savings Account contribution for 2020. 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.