DOCUMENTS
Your Documents, when you need them, and how you access them.
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
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
Documents >
Clients Communications
View your prospectuses, supplements or proxy-related information.
A
Click to open any of the communications for further viewing
Documents >
Tax Forms
Access to current and historical tax document information.
A
Click to access an electronic version of your tax documents
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
