Tax day is April 15, 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

Using TurboTax tax FAQs

Note: TurboTax functionality is only available to those who work with a Thrivent financial professional and are registered on thrivent.com. If you purchased Thrivent mutual funds using thriventfunds.com, this functionality is not available at this time.

 

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 birth date
  • A valid email address

Note: Once the initial registration is complete, go back to the thrivent.com homepage and log in using your newly created Thrivent user ID and password. At the MyAccounts page, click on a Thrivent Mutual Funds account to view account details.

Once the registration process is complete you will need to wait at least 15 minutes before logging in to 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 to you 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 accounts 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.

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