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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.

 

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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1099-B nonqualified distributions

Form 1099-B reports the sale of mutual fund shares and related cost basis information. In most cases, you are required to use the information on this form to determine your gain or loss on the sale of your mutual fund shares. Please note that Thrivent Mutual Funds does not report average cost basis information for non-covered shares to the IRS.


Who will receive it

Shareholders who sold, exchanged or redeemed shares in a nonretirement account.


When it will be mailed

Thrivent Mutual Funds target mail date is January 31 and mid-to-late February for Thrivent mutual funds that invest in REITs (real estate investment trusts): Thrivent Diversified Income Plus Fund and Thrivent Multidimensional Income Fund.


What information is included

Redemption transaction information including systematic withdrawals and exchanges; redemption trade date and redemption amount; federal income tax withheld and cost basis information.

Cost Basis Method and Gain/(Loss)

The Cost Basis Method and Gain/(Loss) columns on Form 1099-B are not reported to the IRS and are included for your information only. The Cost Basis Method column indicates the method used to calculate cost basis. The Gain/(Loss) column contains the gain or loss amount for the any wash sales or sales load basis deferral adjustments occurring within the same account. There may be other adjustments that you will need to make to the cost basis for activity between different accounts. See your tax advisor for more information.


How to use it

Calculate capital gains or losses on IRS Form 8949 and Schedule D.


1099-B Tax form information

Refer to IRS Form 8949 InstructionsIRS Publication 551 and IRS Publication 550 for more information.


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.