Account Options
With Trust & Investment Services from Thrivent Financial Bank, you have a choice of services that best fit your needs. You can direct your investments, pay bills, have access to customized investment management services, and use the expertise of our trust advisers to help you achieve the financial goals you've set.
Contact a Trust and Investment Services Specialist Toll-Free at 877-225-8345 to take advantage of these options.
Milestone IRA Account
Milestone Custody Account (self-directed)
Endowment and Foundation Accounts
Trust Agency Account
Milestone Retirement Account
Our retirement management service can provide customized support for your retirement plans. You may benefit from rolling over 401(k), profit sharing or other retirement assets to Thrivent Financial Bank Milestone Retirement Account.
Milestone Custody Account (self-directed)
Simplify your financial paperwork and receive access to many value-added services while you make all the investment decisions.
Endowment and Foundation Accounts
We can provide discretionary investment management services for endowments and foundations.
Trust Agency Account
When permitted by local law, a trustee, executor, guardian, conservator, or attorney-in-fact can hire Thrivent Financial Bank Trust and Investment Services to assist them with some of their duties. You can also choose to name Thrivent Financial Bank as the trustee of your trust.
Additional Services
Through your Thrivent Financial Bank investment management and trust accounts you have access to a complete menu of services that allow you to truly customize our services to your unique needs.
- Bill paying – We help to make sure your insurance premiums, quarterly estimated taxes, and utility, credit card and other bills are paid on time. (Not available for Milestone IRA accounts).
- Medical insurance claims reimbursement – Take advantage of our relationship with a medical claims processing company to delegate the time-consuming tasks of filing and tracking your medical claims; including private insurance and Medicare claims.
- Direct deposit – Get your pension and Social Security payments by direct deposit into your Thrivent Financial Bank accounts as well as arrange automatic, regular, or specially requested distributions from your trust and investment management account.
- Consolidated statement services – By transferring your existing assets into one or more Trust and Investment Services Accounts., you can simplify your record-keeping and reduce the number of investment statements you receive while keeping your current holdings intact.
- Tax information letter – Get comprehensive end-of-year tax reporting that simplifies your tax preparation and helps you or your tax adviser complete your tax return.
Please note: Some services may entail additional charges. Contact a Trust and Investment Services Specialist Toll-Free at 877-225-8345 for details.
Milestone IRA Account
We can provide ongoing management of your portfolio on a fully managed or advisory basis, along with personalized service and regular review of your assets. Our asset allocation strategies are tailored for your specific financial goals, and you'll have access to a full range of stocks, bonds, mutual funds and other investments, as well as record keeping of all your account activities.
Milestone Custody Account (self-directed)
Simplify your financial paperwork and provide access to many value-added services while you make all the investment decisions.
Endowment and Foundation Accounts
Provide income for churches and other charities. These accounts can be established for a specific purpose, such as scholarships, or can provide general support for current and future needs of the specified charities.
Trust Agency Account
When permitted by local law, a trustee, executor, guardian, conservator, or attorney-in-fact can hire the Trust and Investment Management department of Thrivent Financial Bank to assist them with some of their duties. You can also choose to name Thrivent Financial Bank as the trustee.