Getting Started

Opening your Ethical Wrap Account is a simple process. Contact us at 888-862-9923, and an adviser will help you:

Complete our Investor Profile Questionnaire to help us better understand your investing profile and risk tolerance.
Starting with your profile, we will assign you to one of our recommended asset allocation strategies.
Meet with your Azzad Asset Management financial adviser. Together, we’ll review your plan, make any needed adjustments and begin the process to open the appropriate accounts. We will work with you to transfer and consolidate any accounts you may have with other firms.
As your financial situation changes, consult with your adviser on goals that are important to you, including planning for and stretching your assets through retirement, saving for children's education, estate planning, charitable giving and all your financial needs.
Access your account online to view your performance, transaction history, holdings, statements and more.

Forms & Literature

If you do not find the form you need, please call us for assistance at 888-862-9923.

Before opening your Ethical Wrap Account, please request and read and acknowledge our part 2A of our Firm’s Form ADV which includes the Wrap Brochure (Appendix 1) and sign an Investment Advisery Agreement with us. These forms can be obtained by calling us at the number above.

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These forms are saved in Adobe Acrobat PDF format. If you do not have Adobe Acrobat Reader installed on your computer, download it for free here.

Planning Tools

Account Applications for Individuals

Account Applications for Businesses

Account Forms/Changes

Literature and Disclosures

Find a Form

Careers

Site Map

Address: 3141 Fairview Park Drive, Suite 460 Falls Church, VA 22042 | Phone: 888-862-9923 | Email: info@azzad.net

The services and products described on this website are intended to be made available only to U.S. persons. This website does not constitute an offer or solicitation by Azzad of securities or services to any person residing outside the United States or in any jurisdiction in which such an offer or solicitation would be unlawful under the applicable laws. Before becoming a client, please request and read our firm’s part 2a of form ADV, appendix 1 (wrap brochure) and (if applicable) your representative’s part 2b. These and other important disclosures are available by calling 888.862.9923.