DOCUMENTS

Your Documents, when you need them, and how you access them.

Documents >
Most Recent Documents

The Most Recent Documents section is where users can access all of their recent client documents.

A

Your most recent document from your Financial Advisor

B

Access all documents uploaded to you from your Financial Advisor

C

Your most recent month-end statement

D

Access all of your Client Statements

E

Your last five Confirmations for your account

F

Access all of your account Confirmations

G

Your Tax forms from the last year

H

Access all of your Tax Forms

Baird Online Most Recent Documents Screenshot Example
 

Documents > Document Exchange

Baird offers clients the ability to exchange documents securely with your advisor. 

A

Review all documents sent from your Financial Advisor

B

Review all documents you've sent to your Financial Advisor

C

Upload a document to your Financial Advisor

D

Shows when the document was uploaded for your review

E

Shows how long the document will be available for you to review on Baird Online

F

Enables you to remove a document from your view with Secure Document Exchange

Baird Online Secure Document Exchange Screenshot Example
 
 

Documents > Statements

View a copy of your client statements.

A

Select from the dropdown menu to view a statement for a specific account

B

Select from the dropdown menu to view a statement for a specific month or year

C

Access the client statement overview for assistance on reading your statements

Baird Online Documents Screenshot Example
Baird Online Documents Screenshot Example

Documents > Confirmations

Access copies of your trade confirmations.

A

Select from the dropdown menu to view if a trade confirmation is listed by month, day, or year.

B

Specific trade information associated with each trade confirmation is listed.

Click to open the PDF to view additional details about the trade confirmation

Baird Online Document Confirmations Screenshot Example
 

Documents >
Clients Communications

View your prospectuses, supplements or proxy-related information.

A

Click to open any of the communications for further viewing

Baird Online Documents Client Communication Screenshot Example
 

Documents >
Tax Forms

Access to current and historical tax document information.

A

Click to access an electronic version of your tax documents

Baird Online Documents Tax Forms Screenshot Example
 

Documents >
Check Images

For clients with Baird’s Cash Management services, clients can view a copy of their check images.

A

Adjust your view to show all or a select account

B

Adjust your view to show all or a select check number, month or year

C

Click on the View Check image to view the front and back of the check written

Baird Online Documents Check Images Screenshot Example