Your Documents, when you need them, and how you access them.
Documents > Statements
View a copy of your client statements.
Select from the dropdown menu to view a statement for a specific account
Select from the dropdown menu to view a statement for a specific month or year
Access the client statement overview for assistance on reading your statements
Documents > Confirmations
Access copies of your trade confirmations.
Select from the dropdown menu to view if a trade confirmation is listed by month, day, or year.
Specific trade information associated with each trade confirmation is listed.
Click to open the PDF to view additional details about the trade confirmation
View your prospectuses, supplements or proxy-related information.
Click to open any of the communications for further viewing
Access to current and historical tax document information.
Click to access an electronic version of your tax documents
For clients with Baird’s Cash Management services, clients can view a copy of their check images.
Adjust your view to show all or a select account
Adjust your view to show all or a select check number, month or year
Click on the View Check image to view the front and back of the check written