Profile & Settings
Within Profile & Settings, clients can update their Baird Online User ID, password, email address, paperless preferences, and more.
Profile & Settings
Personal Information
The Personal Information screen within Profile & Settings allows clients to securely view and update their contact details—such as email address, phone numbers, and preferred name—helping ensure their personal information is accurate and up to date for communications and account services.
Profile & Settings
Mailing Addresses
The Mailing Addresses screen within Profile & Settings lets clients view and update the mailing addresses associated with each of their Baird accounts, helping ensure statements, tax documents, and correspondence are delivered to the correct location.
Profile & Settings
User ID & Password
The User ID & Password screen within Profile & Settings allows clients to securely update their Baird Online login credentials, helping protect their account access and maintain account security.
Profile & Settings
Paperless Preferences
The Paperless Preferences screen within Profile & Settings lets clients manage how they receive statements, trade confirmations, tax documents, and other communications by choosing electronic or paper delivery options for each account.
Profile & Settings
Account Nicknames
The Account Nicknames screen within Profile & Settings allows clients to assign and manage custom names for their Baird accounts, making it easier to recognize and organize accounts throughout Baird Online.
Profile & Settings
Account Groups
The Account Groups screen within Profile & Settings allows clients to create and manage custom groups of their Baird accounts, displaying total balances and account counts to help organize accounts and view related holdings together for easier tracking and analysis.
Profile & Settings
Account Access
The Account Access screen within Profile & Settings allows clients to securely share or manage access to their Baird accounts with other Baird Online users, helping control who can view or interact with account information.
