Client Services & Online Resources

 Access your existing Baird Online account or create a new Baird Online account.

For technical assistance or questions regarding your Baird Online account, please call us toll-free at 888-212-8843, Monday - Friday, 7:00 a.m. - 6:00 p.m.(CT).

Contact us for assistance in importing your Baird Statement into Quicken.

Download the Baird online app.

360 Wealth is a new secure online feature in Baird Online where you can view your net worth and all of your financial accounts in a single location. You can also build a budget, analyze your income and expenses, review your cash flow and create customized rules for categorizing your transactions. No more logging into multiple financial websites to get a handle on your finances- simply add your existing financial accounts (non-Baird) to 360 Wealth and right away you'll be able to see a real-time snapshot of your net worth. Click on the button below for more information on how to get started!

Use our Basic Budgeting Worksheet.

Use our 2024 Financial Planning Questionnaire to get started.

If you would like to take a distribution from your IRA or change your tax withholding elections, use our IRA Distributions + Withholding Elections form.

Use our Baird Online Authorization + Instruction Form.

                                       Use our Client Information Instruction and Access Authorization Form to provide duplicate account & tax documents (i.e., account statements, trade confirmations, other account-related notices, Forms 1099, 1042s, 5498s, and other required tax-related documents) to your accountant or authorized party; discuss account information with an authorized party, and provide an authorized party with Baird Online view access only.                                   

Use our Trusted Contact Authorization Form to name a trusted contact on your account. A trusted contact is someone you give us authorization to discuss certain aspects of your account with, or someone we are able to contact in the event that we cannot get a hold of you.

Use our IRA Beneficiary Change Form.

Baird has partnered up with ID Watchdog to give our clients a special low price offer for identity protection. Enjoy peace of mind, financial reassurance and time saving expertise with ID Watchdog's comprehensive identity protection plan for individuals or +family. Learn more about ID Watchdog and how you can register here.

To report a lost/stolen debit card, request concierge services, inquire about award points & more, contact a Cash Management Service Representative toll-free at 800-382-4369 (610-382-8227 outside the US).

Baird’s Cash Management Program offers a robust awards points program that rewards you for spending and saving. You may redeem points by:

Logging in to your Baird Online Account, selecting “Account Information” and then the “Awards” link. Clicking on any linked account will take you to our online award website.

Calling 888-792-7526, Option 3 (from 8:00 a.m. – 7:00 p.m. CT, seven days/week).

NOTE: Anyone with access to your Baird OnLine account will have the ability to redeem earned points. Neither Baird nor ALGassumes any responsibility for any redemption of points with respect to your account and does not verify the identity of theperson redeeming points for your account. To prevent unauthorized redemptions, it is important for you to protect your Baird Online access information.