Mobile >
1. Verify Identity
Multifactor Verification
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Prior to accessing Mobile Check Deposit, you will be asked to verify your identity using multifactor verification
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There are two methods of verification, receive a code via SMS or call the Baird Online Service Desk
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The code will then be entered on your device to complete the verification
2. Choose Account
Previous Instructions / Accounts on file
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You can use existing instructions to submit a digital transfer request
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Accounts added by your advisor team display without values
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You have the option to add a new account using Instant Account Verification (IAV)
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After digital verification is complete the account balance displays
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The balance may be updated as of a previous date
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You can update your financial institution link to refresh account values or continue with the request
3. Enter Amount & Date
Transfer Request In Limits
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The transfer request limit is $250k with a minimum of $.01
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External account balances display if the account was digitally verified using Instant Account Verification (IAV)
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If the external account is not digitally linked, you will be asked to confirm the amount and funds availability
Schedule a date:
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This is the date you would like the request to be submitted
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Calendar defaults to current date
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You can schedule up to 2 weeks (10 business days) in advance
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You are unable to select non-business or holiday dates
4. Review & Submit
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You have the ability to edit the transfer request prior to submitting
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From Account
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To Account
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Scheduled Date
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Amount
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5. Notification & Updates
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You can view the check Amount, Account, Date/Time, and Status (Pending, Complete, Error)
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From the app, transfer request activity can be viewed from:
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Account Activity
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Transfer History
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Email Notifications and My Updates are communicated as the transfer request status changes.
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You will receive an email notification when the transfer request is scheduled and another when complete.
Add New Accounts
1) Select/Search Financial Institution
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Most Popular
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Search
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Enter financial institution by name using keyword search
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If there are multiple sites for the same institution, verify the site name and link
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2) Verify Identity
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Enter User ID and Password
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Complete Multifactor or Email Verification by entering the code
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If unable to verify identity, you may need to try logging in to your financial institution directly before using those credentials
3) Select Accounts
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External accounts linked to the selected Baird account
4) Save and Finish
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Complete the link account process by selecting Save and Finish
5) Add Accounts to 360 Wealth
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After adding an account digitally, you have the opportunity to link those accounts to 360 Wealth
Download the App Now!
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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
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Search 'Baird Online'
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Select the download icon
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When the download has completed select 'Open'
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If you have already registered for Baird Online, select 'Existing User, Sign In Now'
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If you have not registered, select 'I have at least one Account with Baird'
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