Documents
Baird clients can digitally access their Baird documents securely through any browser with Baird Online or via the Baird Mobile App. Our platform also gives clients the capability to securely exchange documents with their Baird Advisor Team with secure uploads and downloads.
Documents
All Documents
Access all your documents in one simple, easy-to-use screen with filtering and search tools to help you quickly find, view, download, or upload important records.
Documents
Statements
Clients can access digital copies of all their Baird statements with Baird Online.
Documents
Tax Forms
The Tax Forms screen allows clients to view, filter, and download their tax documents by account, document type, and tax year, making it easy to access the forms needed for tax preparation and recordkeeping.
Documents
Confirmations
The Confirmations screen lets clients view and download trade confirmation documents by filtering on symbol, date range, and account, helping them quickly review details of completed transactions for recordkeeping and verification.
Documents
Client Communications
The Client Communications screen provides clients with a consolidated view of important regulatory and account‑related messages including prospectuses, supplements, and proxy-related information.
Documents
Checks
The Checks screen allows clients to view, filter, and review images and details of deposited and cleared checks by account, date, and amount, making it easy to track check activity and verify transactions directly within Baird Online.
Documents
Financial Plans
Baird clients have access to digital copies of their Financial Plans on Baird Online.
Documents
Performance Reports
Baird clients have access to digital copies of their Baird Performance Reports on Baird Online.
Document Exchange
From My Advisor
Review all documents sent from your Financial Advisor.
Document Exchange
My Uploads
Review all documents you've sent to your Financial Advisor team.
Document Exchange
Upload Documents
Upload documents to your Financial Advisor through the Baird Online Document Exchange section.
