Partnership Links

Thrivent

Conveniently and securely view and manage your Thrivent products (life & health insurance and annuities) and connect with your Thrivent member benefits (Thrivent Choice Dollars, local Thrivent Member Network and Thrivent Action Teams).

If you hold Thrivent Mutual Funds, you can access that information here as well. This is your source for statements and tax reporting documents for your accounts held at Thrivent.


Fidelity

Access account balances, transactions, and monthly statements for all your accounts held at Fidelity –those you manage yourself and those we manage for you. If you need tax reporting documents for your Fidelity accounts, you will find them here.


Black Diamond

A dashboard to view your most current account activity and performance. It will provide you access to a portfolio dashboard, and give you a personal, on-demand look at performance, projected income, allocations, activity summary, and more. The two-way, secure document vault makes sending, storing, and auditing files a seamless experience.

If we have not given you direct initial access, please reach out to us and we will be happy to do so. At this time, only your Fidelity accounts managed by Passage Wealth will appear on this site.


Advice Pay

A streamlined, compliant, and secure way to pay financial planning advice fees monthly from your checking account.


Thrivent Charitable Impact & Investing (formerly InFaith)

Formerly known as InFaith, Thrivent Charitable Impact & Investing helps people bring their generosity to life so that they can support the organizations and causes closest to their hearts, now and into the future. Grounded in our purpose to serve, we take a holistic, personalized approach to help our donors create strategic charitable plans and give in a way that best reflects their values and financial priorities. Together, we are committed to creating positive impact and inspiring lasting change in our communities.