The Documents section is where clients can access their most recent documents in a single client view, including statements, documents uploaded from their Financial Advisor, confirmations, tax forms, and check images.
The Most Recent Documents section is where users can access all of their recent client documents.
View a copy of your client statements.
Access copies of your trade confirmations.
View your prospectuses, supplements or proxy-related information.
Access to current and historical tax document information.
For clients with Baird’s Cash Management services, clients can view a copy of their check images.