Online Access & Account Services
Accessing Your Ethical Wrap Account
Access your Ethical Wrap Account by Clicking Here.
By logging in, you agree to any changes in your investment advisery agreement with Azzad. We will notify you of any material changes in writing. To view a recent copy of the agreement, please call us at 888-862-9923, extension 115.
Helpful Information
General Account Changes
Click on the My Profile link. Here you can update your mailing address, telephone or retirement account beneficiaries.
Important Tax Information
Your online account contains important tax information including 1099 forms, cost-basis information for realized gains
and losses and account statements. As a reminder, neither Azzad nor its third-party broker-dealer mails account statements or any tax information. This information may be obtained electronically through your online account.
Taxable income should be reported on all taxable accounts, including individual, joint, trust, custodial or corporate accounts. Please check with your tax adviser for more information.
To prepare your taxes, you will generally need the following items, which can be
downloaded online from your account:
- Form 1099: Click on the Statements, Confirms & 1099s link to access your Form 1099, which is generally available by the end of February (with a possible IRS extension granted until March 15) due to recent tax law changes. Please note: the first two pages of the 1099 Form contain the majority information you will need for your tax preparation. However, your accountant may wish to obtain additional information from the remaining pages (specifically when reclaiming any foreign taxes paid by your account). Therefore, we recommend that you provide the entire Form 1099 to your accountant by email.
- Cost Basis Information to attach to your tax return: Under the Account Quick Links pull down menu, click on Download Center. Click Go. Click on Download under Form 8949. Print the file and attach the information to your tax return. You may also follow the instructions from your tax software program to download your tax information from this page directly into your program.
- Form 1099-R: If you made a distribution from your IRA account, you will need to download your 1099-R form. Click on Statements, Confirms & 1099s link to access your Form 1099-R, which is available by the end of January.
If you have any questions about downloading your tax information online, call us at 888-862-9923.
Note: Azzad Asset Management does not provide tax or legal advice. Preparing taxes on your investments is a complicated process. We highly recommend that you consult with a qualified tax preparer or your CPA.