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Investments > Shareholder Services
Shareholder Services

An additional benefit of investing in the Thrivent Mutual Funds is the personal attention you'll receive from our knowledgeable staff and access to a broad range of services that help make investing both easy and efficient:

  • Daily 24-hour access to account information and transaction capabilities via telephone at 800-THRIVENT (800-847-4836) and the Internet, with Your Accounts.
  • Annual and semi-annual reports, quarterly consolidated account statements and year-end tax information.
  • Automatic investment plans, including bank withdrawal, exchange and payroll deduction.
  • Systematic withdrawal plan.
  • Dividend options (cash or reinvest).
  • A variety of retirement plans, including IRAs, 403(b)s, SEPs, SIMPLEs and 401(k) plans.
  • Telephone purchases and redemptions.
Exchange privileges
If your financial goals change or you need to reallocate your investments, you can move all or part of your investment from one Thrivent mutual fund to another within the same share class. You can exchange shares of Class A mutual funds without incurring a sales charge if you've already paid an initial sales charge. You can also exchange shares of Class B mutual funds without incurring a CDSC. Exchanges could potentially result in a tax liability. See your tax adviser for more information.

Personal service and professional guidance
At Thrivent Investment Management, we believe successful investing starts well before the first dollar is invested. It begins with a financial professional, like your registered representative, taking the time to get to know you and understand your financial goals.

Our registered representatives have the training and experience to build an investment portfolio that makes sense for your life—based on your individual needs, timeframe, risk tolerance and investment preferences. Ask about a free AssetMatch asset allocation analysis.

While your registered representative is your best source for information, you may also call our customer service associates at 800-THRIVENT (800-847-4836), 7 a.m. - 9 p.m. (Mon.-Fri.), 9 a.m. - 1 p.m. (Sat.) Central Time.

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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)
Dalbar Seal of Excellence

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 Friday, December 7, 2007 at 5:06 PM