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, and view Cash Management awards.
Account Services
eBill
Within the eBill management screen, electronically and securely set up payees and schedule payments of bills. 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.
Assets List
The Assets List displays major market indices and instruments with current prices, recent performance, and historical ranges, giving clients a quick way to track broad market movements and compare performance across key benchmarks.
Major Market Indices
View Major Market Indices, quotes and performance.
Gainers
The Gainers component highlights the top‑performing stocks for a selected exchange, showing real‑time prices, percentage gains, and trading volume to help clients quickly identify securities with the strongest upward market momentum.
Latest Market News
Access the latest Market News stories.
Account Services
Make a Transfer
Providing you with an always available, intuitive, self-service transfer-in capability to quickly move money into your Baird account.
Account Services
Transfer Activity
View your scheduled and historical transfer requests on the Transfer Activity screen.
Account Services
Transfer Accounts
Select the “Link account” button to add an external account to transfer money to and from your Baird accounts.
Account Services
Awards
Baird offers a full-service Cash Management program to allow the integration of client investment and banking needs. The Cash Management Program has a cash back award program. For more information on the Awards program, please contact your Baird Financial Advisor.
