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Investments > Discount Brokerage Services > Phone Transactions
Phone Transactions

Please note: Thrivent Investment Management Inc. is no longer accepting applications for new Discount Brokerage Accounts. Please contact your financial representative for your brokerage needs. You may also contact our Financial Advice Center at 888-834-7428.

Placing an Order
To place an order, call us at 800-847-4836 during market hours of 8:30 a.m. and 3:00 p.m. CST and we can take your order request. Customer service is available between the hours of 8:00 a.m. - 5:00 p.m. CST. Provide our discount brokerage representative with the following information:

  1. Type of order – buy or sell.
  2. Quantity and description of security.
  3. Type of order – market order, limit order, etc. (Types of orders are explained in the Glossary).
  4. Your name and discount brokerage account number. We may ask for additional information to verify identity.
  5. Daytime phone number.

The discount brokerage representative will repeat your order as received. If your order is not repeated exactly as you placed it, please request a correction immediately. For future reference, note the date, time and name of the discount brokerage representative that accepted the order.

Trade Confirmation
A written confirmation is sent the following business day. Please review all confirmations for accuracy.

Settlement of Your Trades
Most trades settle within three business days. Payment for all buy trades must be received by settlement date. Please do not wait for your confirmation statement before sending in your payment for trade. Instructions and amount of payment will be provided by the discount brokerage representative at time of confirmation. Sale proceeds will be handled in accordance with the settlement option selected on the new account application.

Please be sure to include your account number on all securities, checks, and correspondence.

For more information, see Settlement Procedures.

1 Clearing through Pershing, LLC, a BNY Securities Group Co. solutions from the Bank of New York.
2 Certificates of Deposit and VISA CheckCard are issued by State Street Bank & Trust Company of Boston.
3 An investment in the Money Market Fund is not insured or guaranteed by the FDIC or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)

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Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.

©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Thursday, July 24, 2008 at 9:21 AM