Retrieving Your Thrivent Brokerage Account (National Financial Services) Tax Documents

By Marnie Griffin

Your Thrivent Brokerage Account tax forms can be accessed through Thrivent Wealthscape Investor. This is a different log in than PKS Wealthscape investor. If you do have accounts through PKS, make sure you use your Thrivent-specific log in. When you are in the portal, the Thrivent logo should appear across the top of your screen in lieu of the green PKS logo. Please note that Thrivent plans on generating another wave of tax documents around mid-February. If you do not see your tax documents the first time logging in, they may not be available just yet.

Once logged in, select Accounts in the upper left-hand corner of your screen. In the upper left, select the account you wish to view first. Click the Documents tab. Click Tax Documents. This will open a drop-down list of tax years. Select the year you wish to view and click Go. Select the tax form to open it as a PDF.

For questions on your tax forms or how to log in to Thrivent Wealthscape Investor, call 1-800-847-4836.When prompted, say “Representative” and the automated system will direct you to a customer service agent.