My Team
Advisor Profiles
The My Team screen shows detailed profiles of the advisors and support professionals on client’s Baird advisor team, including roles, contact information, and quick actions, making it easy to understand who supports their relationship and how to connect with them directly.
My Team
Schedule Appointments
Clients can easily book a meeting directly with their advisor team by selecting the advisor or team, choosing a meeting type, and picking an available date and time from an interactive calendar.
My Team
My Team provides clients with a dedicated space to connect directly with their advisor team, reinforcing Baird’s high‑touch service model in a digital experience. Clients can schedule appointments, visit their advisor team’s website, securely upload and share documents, all from one centralized location.
