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Mutual funds purchases, exchanges & redemptions

Frequently asked questions

If you purchased your Thrivent Fund on ThriventFunds.com, get more information here.

If you purchased your Thrivent Fund from a Thrivent financial advisor, you can find helpful information on this FAQ page.
Who can I contact for help with purchase, exchange or redemption transactions (including closing an account) on my Thrivent Funds account?
Contact your Thrivent financial advisor for assistance with your Thrivent Funds account or contact our Customer Support at 800-847-4836 . When calling, say "mutual funds" for faster service.
How do I make a one-time purchase, exchange or redemption online in my existing account?
  1. Select "Log In" from the home screen. 
  2. There will be two options to log in:
    • Personal Account Log In is on the left. Enter your user ID and password. 
    • Business & Trust Log In is on the right. Select your fund and enter your account number, TIN (SSN or EIN), and PIN.
  3. Under My Account Overview, you will see a list of your accounts. 
  4. Select the account number you wish to view. Click on “View Full Details.” 
  5. Under “What can I do?” select a transaction type from the menu for the fund that you want to purchase to or transact from. 
  6. Enter the dollar amount you want to purchase, exchange or sell (redeem) in the “Amount” field. To close the account, select the “ALL Shares” button.
  7. For a purchase, depending on the type of account and time of year, you may be asked to choose the year you want the purchase to be added as a contribution. 
  8. For a purchase, select the bank account from which funds will be withdrawn to make the transaction. For an exchange, select the fund into which you will be exchanging. For a redemption, select how you want to receive the redemption.  
  9. Select the “Submit” button.  
  10. On the Verify page, select the “Submit” button.
  11. You’ll be taken to the Confirmation page.
When will my purchase be applied?
For online purchases
Online purchases are posted to your account right away but may take two to four business days before you see the funds leave your bank account. Any purchase made prior to stock market closing (3:00 p.m. CT most days) will be applied using that business day's share price. If a trade is made after market close, on the weekend, or on a market holiday, the trade will be placed the following business day.

For purchases made with a check
Allow five to seven business days for check purchases to be processed. Purchases will be applied to your account as of the date received at our processing center.
Where do I mail my check and to whom do I make it payable to purchase Thrivent Funds?
Our mailing address for additional investments into your account is:

Thrivent Funds
PO Box 219334
Kansas City, MO 64121-9334

If you need to make an express purchase (overnight delivery), our mailing address is:

Thrivent Funds
430 West 7th Street
Kansas City, MO 64105

Please make your checks payable to: Thrivent Funds

For exchanges
You may also use the Exchange Request form to request an exchange of shares from one fund to another.

Before you send us your form, make sure you’ve provided the following:
  • Fund/account number you want the shares exchanged from. 
  • Fund/account number you want the shares exchanged to. 
  • Account owner signatures and date signed. 
Once you’ve completed the form, mail or fax it to our office using the address and fax number found on the form.

For redemptions/sell shares
You may also use the Non-Retirement Account Redemption Request form or the Retirement Account Redemption Request form to request that shares be sold from your existing Thrivent Funds account.

Before you send us your form, make sure you’ve provided the following:
  • Fund/account number you want the shares redeemed from. 
  • Account owner signatures and date signed. 
Once you’ve completed the form, mail or fax it to our office using the address and fax number found on the form.

Redemptions from Thrivent Interval Funds are only permitted during the quarterly repurchase period. Go to ThriventIntervalFunds.com for more information.
How do I set up recurring purchases, exchanges or redemptions?
  1. Select "Log In" from the home screen. 
  2. There will be two options to log in: 
    • Personal Account Log In is on the left. Enter your user ID and password. 
    • Business & Trust Log In is on the right. Select your fund and enter your account number, TIN (SSN or EIN), and PIN. 
  3. Under My Account Overview, you will see a list of your accounts. 
  4. Select the account number you wish to transact business on. Click on “View Full Details.”
  5. From the “What can I do?” list, select “Add Systematic Purchases,” “Add Systematic Exchanges” or “Add Systematic Redemptions” and follow the steps.
  6. For systematic purchases, enter amount, select a bank account and select “Submit.”
  7. Select the day and months you’d like to schedule your recurring transaction. 
  8. You may also select months you’d like to skip transactions by selecting “Defer” or adding a stop date.
Recurring/systematic redemptions are not available on Thrivent Interval Funds. Redemptions from Thrivent Interval Funds are only permitted during the quarterly repurchase period. Go toThriventIntervalFunds.com  for more information.

You may also use theAutomatic Purchase Plan  form to set up recurring purchases. 

Before you send us your form, make sure you’ve provided the following:
  • Bank information including routing number and account number.  
  • Start date for your ongoing deductions. 
  • Account owner signatures and date signed. 
Once you’ve completed the form, mail it or fax it to our office using the address and fax numbers found on the form.
Can I request a transaction on a weekend or holiday?
Yes, any transaction scheduled on a weekend or holiday will be placed using the next business day's share price.
Where do I find my account transaction history?
  1. Select "Log In" from the home screen. 
  2. There will be two options to log in: 
    • Personal Account Log In is on the left. Enter your user ID and password. 
    • Business & Trust Log In is on the right. Select your fund and enter your account number, TIN (SSN or EIN), and PIN.
  3. Under My Account Overview, you will see a list of your accounts. 
  4. Select the account number you wish to view. Click on “View Full Details.”
  5. Under “What can I do?” select “History” from the menu for the fund that you want to view.  
  6. This section will have all your recent purchases, redemptions and distributions.
How do I change or delete a pending one-time purchase, exchange or redemption I made online?
If you want to delete or change a pending transaction, call Customer Service at 800-847-4836 prior to the stock market closing for the day. When calling, say "mutual funds" for faster service.
How do I make changes to the date or amount for a recurring purchase, exchange or redemption plan?
You can make changes on transactions up to two days prior to the scheduled transaction.  

  1. Select "Log In" from the home screen. 
  2. There will be two options to log in:
    • Personal Account Log In is on the left. Enter your user ID and password. 
    • Business & Trust Log In is on the right. Select your fund and enter your account number, TIN (SSN or EIN), and PIN.
  3. Under My Account Overview, you will see a list of your accounts.
  4. Select the account number you wish to transact business on. Click on “View Full Details.”
  5. Under “What can I do?” select “Update Systematic Purchases,” “Update Systematic Exchanges” or “Update Systematic Redemptions” from the menu for the fund with the recurring transaction plan. 
  6. Make any changes to the recurring transaction plan. 
  7. Select the “Submit” button.  
  8. On the Verification page, review the changes you’ve made and then select the “Submit” button.

You may also use theAutomatic Purchase Plan  form in order to change the draft date or the amount for an existing recurring purchase plan.

Before you send us your form, make sure you’ve provided the following:
  • Bank information including routing number and account number. 
  • New draft date for your ongoing deductions. 
  • Updated draft amount. 
  • Bank account owner signatures and date signed. 
Once you’ve completed the form, mail it or fax it to our office using the address and fax numbers found on the form.
How do I stop a recurring purchase, exchange or redemption plan?
  1. Select "Log In" from the home screen. 
  2. There will be two options to log in: 
    • Personal Account Log In is on the left. Enter your user ID and password.
    • Business & Trust Log In is on the right. Select your fund and enter your account number, TIN (SSN or EIN), and PIN. 
  3. Under My Account Overview, you will see a list of your accounts. 
  4.  Select the account number you wish to transact business on. Click on “View Full Details.” 
  5. Under “What can I do?” select “Update Systematic Purchase,” “Update Systematic Exchanges” or “Update Systematic Redemptions” from the menu. 
  6. On the Recurring Plans page, select the “Delete This Agreement” button and select “Submit.” 
  7. On the Verification page, review your selection and select the “Submit” button. 
  8. On the Recurring Plans page, a message will display indicating that your recurring transaction plan has been deleted. 

You may also use theAutomatic Purchase Planform in order to stop an existing recurring purchase plan.

Before you send us your form, make sure you’ve provided the following:
  • Bank information including routing number and account number. 
  • Fund/account number.
  • Account owner signatures and date signed. 

Once you’ve completed the form, mail or fax it to our office using the address and fax number found on the form.
Once I've reached age 72, how do I take my required minimum distributions (RMDs) each year or set up recurring distributions?
In order to obtain a one-time distribution or set up recurring distributions once you’ve reached the age of 72, there are two options:
  1. If you know the amount of your RMD, you can set up a one-time distribution online.
  2. If you don’t know the amount of your RMD, you can call our Client Support at 800-847-4836 or fill out the Required Minimum Distribution form.
Before you send us your form, make sure you’ve provided the following:
  • Fund/account number. 
  • Whether you want a one-time distribution or recurring distributions. 
  • Indicate your preferred method of distribution. 
  • For direct deposit, indicate the routing number and account number of your financial institution. 
  • Account owner signature and date signed. 
Once you’ve completed the form, mail or fax it to our office using the address and fax number found on the form.

Recurring/systematic redemptions are not available on Thrivent Interval Funds. Redemptions from Thrivent Interval Funds are only permitted during the quarterly repurchase period. Go to ThriventIntervalFunds.com for more information.
Are there any fees applied to my redemption?
A closeout fee does not apply to your nonqualified accounts, but a $20 closeout fee may apply to your retirement account if you are redeeming all shares in all positions.
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Get support
Still have a question on mutual funds purchases?
We’ve included the most commonly asked questions and resources here, but if you didn’t find your answer, we can help.

Contact your Thrivent financial advisor or contact our Client Services at 800-847-4836. When calling, say "mutual funds" for faster service.
The principal underwriter for Thrivent Mutual Funds is Thrivent Distributors, LLC. Member FINRA. Asset management services provided by Thrivent Asset Management, LLC. Both subsidiaries of Thrivent Financial for Lutherans.
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