Account Services

ACCOUNT SERVICES

^{Setting up your new account}

Below you will find tools and resources to assist you with the most common account-related onboarding requests.
If you have any questions or need more information, don’t hesitate to contact our office at any time.

^{Prospect PORTAL &
DIGITAL ONBOARDING}

PROSPECT PORTAL
The by-invitation-only registration process can be launched only by using the unique link provided to the prospect in an invitation email generated from CRM.
DIGITAL ONBOARDING
Modern Experience that makes it easy to provide us with the info we need – much more user friendly than filling out an application leading to better collaboration between you and our team!

Please use the Contact Us button below

or use the following email for more information on:

the3CGroup@rwbaird.com

CONTACT US

^{Experience Baird Online}

Online convenience to help you monitor your investments. Baird Online, the client-exclusive area of our website, is available free to our Baird clients. Baird Online provides detailed, real-time account information, 24 hours a day, seven days a week.

Register Baird Online

FEATURES OF BAIRD ONLINE

Account Grouping
Electronic Delivery Options: opt out of receiving paper statements, trade confirmations and other investor communications
Custom Views
Secure Document Exchange (helpful with CPAs & Attorneys): retrieve, save and print documents anytime
Interactive Graphs & Charts
Intuitive Design & Navigation
Turbo Tax Integration

BairdOnline Support:

888-212-8843

Speak with online support Monday-Friday, 7:00 a.m. - 6:00 p.m. (CT)

LEARN MORE

^{need access on the go?}

It's an easy-to-access smartphone application that puts your Baird accounts in the palm of your hand.

Monitoring your wealth and tracking your financial plan has never been easier with the completely redesigned Baird Online Mobile App.

Download the app from the Apple App Store or Google Play Store.

Learn more

^{servicing your existing account}

Below you will find information to assist you with the most common account-related transaction and service requests.
If you have any questions or need more information, don’t hesitate to contact our office at any time.

^{Baird Client statement overview}

For more information regarding your customized Baird client statements, please visit Baird Client Statement Overview.

• A clear and intuitive design that makes all your account information easy to find and understand.
• Account summaries throughout the statement that provide a straightforward picture of your current account value and activity, as well as changes in your portfolio value.
• Customization to receive statements electronically via Baird Online or paper.
• Master Connect Statement displaying a summary of all accounts in your household.
• Statements for all connected accounts mailed in one envelope.
• Two-sided printing to reduce the number of pages mailed to you.

For assistance or questions regarding your Baird client statements, contact Baird at 800-RWB-1099 (800-792-1099) or anyone on the team. You can get additional help by clicking the button below.

Baird technical Help

^{Trusted contact}

There may be times when your Baird Financial Advisor needs to reach you, but is unable to do so. With a Trusted Contact, you are authorizing someone you personally trust to provide information that helps Baird connect with you.

By designating a Trusted Contact, you’re adding an extra layer of security to your account and helping us keep you safe. Establishing a Trusted Contact is completely free and only takes a few minutes. Reach out to your Baird Financial Advisor today to get it setup.

Safeguard Your Baird Account

^{Baird Credit & debit card services}

For assistance with your Baird account, dial toll-free 1-888-792-7526.

(610-382-8227 outside of the United States)

Click the button below to access the menu that includes each department extension and daily hours.

**For Baird Debit Card Services, including Lost/Stolen cards (24-hours/day) Dial 1**

DEPARTMENT #'S

^{Baird tax statements}

For more information regarding your Baird tax statements please visit www.rwbaird.com/taxes:

Tax statement delivery schedule
Importing your tax statement into Turbo Tax
Downloading your tax statements into a .csv file

For assistance or questions regarding your Baird 1099 tax statements, contact Baird at 800-RWB-1099 (800-792-1099) or anyone on the team.

Tax Info Center

^{360 WEALTH financial wellness}

Baird is pleased to introduce 360 Wealth. A secure online service in Baird Online where you can view all of your finances in one place. To meet the financial goals, needs, wants and wishes you’ve set out for yourself, all these pieces need to be working in coordination with each other.

That’s a role that your Baird Financial Advisor fills, but 360 Wealth makes it easier for you to keep an eye on the big picture yourself as well.

Click below to start linking your accounts today!

Learn more

^{Identity Theft Protection & Online Services}

Identity theft can happen to anyone, anywhere, at any time. Criminals don’t discriminate against their victims on the basis of age, education, wealth level, location, or anything else. Baird has partnered with ID Watchdog, an expert in identity theft protection and would like to provide you identity theft coverage through ID Watchdog's identity protection and fraud detection services.
Baird's identity protection through ID Watchdog should be an important part of everyone’s financial plan. It’s another way we can help protect what you have worked so hard to build.

PROGRAM OVERVIEW

Additional resources can be found at the link below:
Secure Docs, ID/Password Resets, Shared Account Viewing, Quicken & TurboTax FAQs etc.

Baird Technical Help