Shareholder Services
One benefit of investing in Thrivent Mutual Funds is the personal attention you'll receive from our knowledgeable staff. In addition, depending on the type of account you own, you may have access to a broad range of services that help make investing easier and more efficient. These services include:
- 24-hour access to your account information and transaction capabilities both at 800-THRIVENT (800-847-4836) and online.
- 24-hour access to annual and semiannual reports, quarterly consolidated account statements and year-end tax information.
- Telephone purchases and redemptions.
- 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 and SIMPLEs.
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. Exchanges could potentially result in a tax liability. See your tax advisor for more information.
Personal Service & Professional Guidance
Our financial representatives have the training and experience to help you build an investment portfolio that makes sense for your life, based on, among other things, your individual needs, timeframe, risk tolerance and investment preferences. Ask about a free AssetMatch® asset allocation analysis.
A Thrivent Financial representative is a great source for information. You may also call our customer service associates at 800-THRIVENT (800-847-4836), 7:00 a.m. – 9:00 p.m. Monday – Friday, Central time.
Investing in a mutual fund involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the fund, which investors should read and consider carefully before investing.
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