Account Services

Account Services is designed with the client's account features in mind. Clients can set up their eBill management preferences, transfer money between internal accounts, view Cash Management awards, update address information, create account nicknames and edit eDelivery preferences.

Close-up of Account Services sub-navigation. | Click image to enlarge.
  • eBill

    You will find our eBill management site allows you to electronically and securely set up payees and schedule payments of bills. Within the eBill management page there are tools to process one time or recurring payments, you can also view transaction history, payment reporting, view spending pie charts and access other helpful resources.

    • AFollow the steps to create a new payee
    • BAccess reports to view transaction history, balance calculators and spending pie charts
    • CKeep track of scheduled payments
    Screenshot of eBill page.
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  • Transfer Requests

    Baird offers clients the ability to transfer money between internal accounts on Baird Online.

    • ASelect the Accounts to transfer funds between
    • BSchedule the date of the transfer request
    • CEnter in your transfer amount (transfer requests maximum limits do apply)
    • DView your Scheduled transfer requests
    • EView your Historical transfer requests
    Screenshot of Transfer Request page.
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  • Awards

    Baird offers a full-service Cash Management program to allow the integration of client investment and banking needs. The Cash Management Program boasts a robust award point program with online award point redemption. For more information on the Awards program, please contact your Baird Financial Advisor.

    Screenshot of Awards page
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  • Account Access

    Clients can authorize access to their online accounts to other Baird Online login’s.

    • AClick to Share Account Viewing with another Baird Online registered login
    • BTo provide a third party access to your accounts, print and complete the Baird Online viewing agreement.
    Screenshot of Account Access page
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  • Address

    Update your permanent or temporary mailing address directly from your Baird Online login.

    • AEdit your mailing address for one or all of your accounts.
    • BView the last date a change request was made to your address.
    Screenshot of Address page
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  • Account Nickname

    Provide a more meaningful name to your accounts, instead of Jon & Jane Doe Rev Trust registration. You can name your accounts "Trust Acct", "Kids College", "Retirement", etc. These "nicknames" will only be associated with your Baird Online login.

    Screenshot of Account Nickname page
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  • eDelivery Preferences

    Adjust your eDelivery preferences for statements, confirms and client communications.

    • AClick to select electronic or paper for all accounts in your household, or select delivery preferences for each individual account
    Screenshot of eDelivery page
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  • Contact Us

    We are happy to accept your request or call with questions on your Baird Online account. Complete the form, or give our Baird Online Technical Support Team a call at 888-212-8843, Monday – Friday from 7am – 6pm CT.

    Screenshot of Contact Us page
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