New Client Onboarding

You will find that this page serves as a hub for all the tools and resources that your Financial Advisors and Client Assistants will be referring to during the first 90 days of becoming a client. With the utilization of these tools and resources, you will be set up for success as a new client.

Statement Overview

Our statements are designed to enhance your
understanding of your portfolio and activity with a clear, comprehensive view. We have built them with your needs in mind. Click the link below for more information.

Baird Online

Familiarize yourself with Baird Online - it is quick and easy! In four simple steps, you will have access to your Baird Accounts right away. Click the link below to register for Baird Online and to select E-Delivery Preferences.

360 Wealth

Baird is pleased to introduce New Client Onboarding. A secure online service in Baird Online where you can view all of your finances in one place. Click below to start linking your accounts today!

ID Watchdog Identity Protection

Baird has partnered with ID Watchdog, an expert in identity theft protection and would like to provide you identity theft coverage through ID Watchdog's identity protection and fraud detection services.