You're invited to join us to review the most highly used Baird Online and Digital capabilities that you can leverage to enhance the relationship with your Baird Financial Advisor.
As a Baird client, you're able to access Baird Online, our secure website that provides you with 24/7 electronic access to your portfolio at a glance, account balances, positions details, Baird research on more than 500 companies, and important communications like statements, confirmations and tax documents.
We’ll review the basics for navigating many of the great features, creating custom views and account groups that fit your unique needs, and full functionality that you have access to anywhere, anytime.
- Learn how to register and setup e-Delivery preferences
- Receive and electronically sign pertinent documents online
- Subscribe to social media outlets for Baird updates
Additionally, information security is a top priority at Baird. We understand that protecting your personal and account information is an essential part of our commitment to our clients. Learn more about:
- Exchanging information securely with your Financial Advisor
- How to safely share your accounts with others while keeping your credentials safe
- Upcoming enhancements to our security technology (multi-factor authentication)
Lastly, the PWM Technology experts at Baird will share what you can expect in the future as we further build out our Online Client and Digital experience