Client and contractor

ACCOUNT SERVICES

Account Services is designed with the client's account features in mind. Clients can set up their eBill management preferences, transfer money between internal accounts, view Cash Management awards, update address information, create account nicknames and edit eDelivery preferences.

Account Services > eBill

Within the eBill management page, electronically and securely set up payees and schedule payments of bills. There are tools to process one time or recurring payments, you can also view transaction history, payment reporting, view spending pie charts and access other helpful resources.

Baird Online eBill Screenshot Example

A

Follow the steps to create a new payee

B

View transaction history, balance calculators and spending pie charts

C

Keep track of scheduled payments

 

Account Access > Address

Update your permanent or temporary mailing address directly from your Baird Online login.

Baird Online Account Nickname Setup Screenshot Example

A

Edit your mailing address for one or all of your accounts

B

View the last date a change request was made to your address

Account Access >
Account Nickname

Provide a more meaningful name to your accounts, instead of Jon & Jane Doe Rev Trust registration. You can name your accounts "Trust Acct", "Kids College", "Retirement", etc. These "nicknames" will only be associated with your Baird Online login.

Baird Online Account Nickname Setup Screenshot Example

Account Services > Transfer Requests

Baird offers clients the ability to transfer money between internal accounts on Baird Online.

A

Select the Accounts to transfer funds between

B

Schedule the date of the transfer request

C

Enter in your transfer amount (transfer requests maximum limits do apply)

D

View your Scheduled transfer requests

E

View your Historical transfer requests

Baird Online Transfer Request Screenshot Example
 
 

Account Services > Awards

Baird offers a full-service Cash Management program to allow the integration of client investment and banking needs. The Cash Management Program boasts a robust award point program with online award point redemption. For more information on the Awards program, please contact your Baird Financial Advisor.

Baird Online Awards Screenshot Example
 

Account Services > Account Access

Clients can authorize access to their online accounts to other Baird Online login’s.

Baird Online Account Access Screenshot Example

A

Click to Share Account Viewing with another Baird Online registered login

B

To provide a third party access to your accounts, print and complete the Baird Online viewing agreement

 

Account Services>
eDelivery Preferences

Adjust your eDelivery preferences for statements, confirms, client communications and applicable tax documents.

Baird Online eDelivery Screenshot Example

A

Click to select electronic or paper for all accounts in your household, or select delivery preferences for each individual account.

B

Terms and Conditions must be accepted prior to changing and submitting eDelivery preference changes.

 

Account Services >
Contact Us

We are happy to accept your request or call with questions on your Baird Online account. Complete the form, or give our Baird Online Technical Support Team a call at 888-212-8843, Monday – Friday from 7am – 6pm CT.

Baird Online Contact Us Screenshot Example