• Individual Investor
  • Individual Investor

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.

Get started

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.

Contact a Thrivent advisor

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.

 

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. For example:

 - 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.

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. 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

Using TurboTax FAQs

Note: There are two Thrivent Options in Turbo Tax: Thrivent Funds for Mutual Funds and Thrivent (Life/Annuity/Health) for Life, Annuity Health contracts.  Select the correct option based on the products you own. If you own products in both categories, you must select each icon and follow separate login processes.

Which forms are available?

Data import is available for Thrivent Mutual Funds on IRS Forms 1099-B, 1099-DIV and 1099-R. In TurboTax, select “Thrivent Mutual Funds” starting January 31.

What do I need to do to use TurboTax?

To import tax forms into TurboTax for your Thrivent Mutual Fund accounts, you will need your thrivent.com user ID and password. If you do not have a thrivent.com user ID and password, select “Log In” on the upper right corner of thrivent.com to begin the registration process. This allows you to create a user ID and password.

You will need:

  • Your Thrivent ID number
  • Your date of birth
  • A valid email address

Note: Once the initial registration is complete, go back to the thrivent.com homepage and log in with your new Thrivent user ID and password you just created. At the Account Overview page, click on a Thrivent Mutual Funds account to view account Details, Activity or Documents.

Once the registration process is complete, wait at least 15 minutes before logging into TurboTax.

How many transactions can I import?

TurboTax for the WebSM supports the importation of up to 500 Schedule D transactions. If you have more than 500 Schedule D transactions, you may want to use the TurboTax desktop version. The TurboTax desktop version supports up to 3,000 transactions.

Can I import data for all accounts, including gain/loss information on redemptions?

The TurboTax data import feature will import all your accounts with matching Social Security numbers. If cost basis information is available on your Form 1099-B, it will transfer with this feature into your TurboTax 1040 tax return. At this time, you cannot import Thrivent Mutual Funds registered to a business, trust, or minor account including UTMA/UGMA and any account that is viewed through thriventfunds.com.

What if I need help importing my data into my tax return?

See the Frequently Asked Questions on the TurboTax website.

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.

Thrivent financial professionals are registered representatives of Thrivent Investment Management Inc. Thrivent Investment Management Inc. is an SEC-registered investment adviser and broker/dealer, and a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Additional FAQS

Cost Basis Reporting

Dividends and Capital Gain Distributions

General Tax FAQs

IRA Contribution, Distribution and IRS Penalties

Roth IRA Conversions and Recharacterizations

SEP and Simple IRAs

Tax Return Filing for Children