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Mobile Transfer Request In
Account Verification

Transfer Request In and Account Verification enables you to view existing instructions, set up new instructions, and initiate a new transaction request, to quickly move money into Baird via Baird Online using a browser or the mobile app.

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Mobile >
1. Verify Identity

Multifactor Verification

  • Prior to accessing Mobile Check Deposit, you will be asked to verify your identity using multifactor verification

    • There are two methods of verification, receive a code via SMS or call the Baird Online Service Desk  

  • The code will then be entered on your device to complete the verification

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2. Choose Account

Previous Instructions / Accounts on file  

  • You can use existing instructions to submit a digital transfer request

  • Accounts added by your advisor team display without values 

  • You have the option to add a new account using Instant Account Verification (IAV) 

  • After digital verification is complete the account balance displays

  • The balance may be updated as of a previous date 

  • You can update your financial institution link to refresh account values or continue with the request 

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3. Enter Amount & Date

Transfer Request In Limits

  • The transfer request limit is $250k with a minimum of $.01 

  • External account balances display if the account was digitally verified using Instant Account Verification (IAV) 

  • If the external account is not digitally linked, you will be asked to confirm the amount and funds availability

Schedule a date:

  • This is the date you would like the request to be submitted

  • Calendar defaults to current date 

  • You can schedule up to 2 weeks (10 business days) in advance

  • You are unable to select non-business or holiday dates 

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4. Review & Submit

  • You have the ability to edit the transfer request prior to submitting

    • From Account 

    • To Account

    • Scheduled Date

    • Amount

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5. Notification & Updates

  • You can view the check Amount, Account, Date/Time, and Status (Pending, Complete, Error)

  • From the app, transfer request activity can be viewed from:

    • Account Activity 

    • Transfer History

  • Email Notifications and My Updates are communicated as the transfer request status changes. 

  • You will receive an email notification when the transfer request is scheduled and another when complete. 

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Verify Identity
Choose Account
Enter Amount & Date
Review & Submit
Notification & Update

Add New Accounts

1) Select/Search Financial Institution

  • Most Popular 

  • Search

    • Enter financial institution by name using keyword search  

    • If there are multiple sites for the same institution, verify the site name and link


2) Verify Identity 

  • Enter User ID and Password 

  • Complete Multifactor or Email Verification by entering the code

  • If unable to verify identity, you may need to try logging in to your financial institution directly before using those credentials  


3) Select Accounts

  • External accounts linked to the selected Baird account


4) Save and Finish 

  • Complete the link account process by selecting Save and Finish


5) Add Accounts to 360 Wealth​​​​​​​

  • After adding an account digitally, you have the opportunity to link those accounts to 360 Wealth 

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Download the App Now!

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  1. Using your mobile device, scan the QR code from your Baird Advisor, or start by navigating to the app store app on your mobile device

  2. Search 'Baird Online'

  3. ​​​​Select the download icon

  4. When the download has completed select 'Open'

    • If you have already registered for Baird Online, select 'Existing User, Sign In Now'

    • If you have not registered, select 'I have at least one Account with Baird'

Get it on Google Play
Download on the App Store
Feature Overview
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