Client Access
This is your portal to log in to your investment accounts and access financial planning software Azzad provides.
REPORTING SOFTWARE
This portal allows you to view your account values, portfolio performance, reports, and more in one convenient, easy-to-navigate portal.
Contact your financial advisor for your username.
CUSTODIANS
Your custodian statements, tax documents, and holdings can be downloaded at:
AZZAD FUNDS TRANSFER AGENT
This login allows you to view your account balance and transactions if you hold the Azzad Funds directly through our transfer agent, Mutual Shareholder Services.
You can find instructions to set up online account access or view multiple accounts under one login here.
FINANCIAL PLANNING TOOLS
These tools are available exclusively to our financial planning clients.
For more information on how to become a financial planning client, please contact us.
CHARITABLE PLANNING
This platform gives you access to your donor-advised fund (DAF) provided in conjunction with Renaissance Charitable Foundation. You can make contributions to charitable organizations through your account page as well as view your account balance, activity, and history.
