For financial professionals
We want to help you meet your client's values-investing needs with tools and resources from Praxis. We can answer your questions and help you access the materials you need.
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Resources
Forms and documents
Find and download Praxis application and transfer forms and documents.
Advisor webinars
Learn more about Praxis Funds at our quarterly advisor webinars. View recent webinars and register for the next one through Everence Navigate, our Praxis Financial Professionals Portal. (You will need to create a username and password to access this.)
Login to Navigate for upcoming and previous webinars Register for the portal online
2019 tax documents
Posted documents include:
- Tax report schedule
- Praxis Mutual Funds foreign source income tax information
- Praxis Mutual Funds supplemental tax information
- Capital gain estimates
White paper
In his white paper, Optimized Index Funds: Seeking Impact and Returns, Chad Horning, CFA®, Praxis Mutual Funds President, explores how optimized index funds offer a platform to advocate for better corporate behavior through engagement with company management teams.
Connect with us
Our National Sales Consultants are here for you. We can give you more information about the fund family or a specific fund.
Or call us at (800) 503-0905.
Access client resources
Login to Everence Navigate for the Praxis Financial Professional Portal and access resources you can use with clients, as well as educational materials for advisors.
Not registered? Register online for the Praxis Financial Professional Portal on Everence Navigate.
Note: Online access to shareholder account information is not available through the Praxis Financial Professional Portal. Investment professionals may access Praxis Mutual Funds shareholder accounts online via DST Vision.
For immediate assistance, please call DST Vision Support at (800) 435-4112, Monday through Friday, from 7 a.m. to 5 p.m. Central time.
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Invest in impact
How we invest
See what makes Praxis Mutual Funds different, and learn about our stewardship investing approach. Find out what actions we take to have a positive impact on the world.
Stories of impact
Read updates on shareholder advocacy, community development investing, positive impact bonds and more.