Access Ethical Wrap Account

To access your account, you will be transferred to our third party broker dealer. Click to continue.

Important Note:
Your account contains important tax information including 1099 forms, cost basis information for realized gains & 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 account online.
Obtaining Tax Information on your Account:
As tax season approaches, we would like to remind you that taxes should be reported on all taxable accounts. These may include any joint or individual accounts, custodial, trust or corporate accounts. Please check with your tax advisor for more information. To prepare your taxes, you will generally need the following items which can be downloaded online from your account:

1. Form 1099: Click on Statements, Confirms & 1099s link to access the form which is generally available by the end of February. However, if your account contains REITs, we recommend that you wait until the end of February to file your taxes. Real estate investment trusts (REITs) generally calculate taxable earnings after the end of their tax year, which typically coincides with the calendar year. Therefore, your 1099 form may be amended after January 31 to include REIT earnings.Please note: you only need to print the first page of the 1099 Form. The remaining pages are the calculations used to obtain the cover page’s figures.
2. Realized Gain and Loss Summary: Under the Account Quick Links pull down menu, click on Tax Information. Click Go. Make sure that you’ve selected the previous year tax information and Realized Gain and Loss summary. Click view Tax Information.
3. Detailed Cost basis information: Under the Account Quick Links pull down menu, click on Download Center. Click Go. You may download the cost basis information as an excel spreadsheet and forward that to your accountant electronically. To print and attach the information to your tax return, simply download the printable list file. You may also follow the instructions from your tax software program to download your tax information from this page directly into your program.

If you have any questions about downloading your tax information online, please call us at 888-862-9923.
General Account Changes
To make changes to your account such as updating your mailing address, telephone, or retirement account’s beneficiaries, click on the My Profile link. 
By logging in, you agree to any changes in your investment advisory 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.