You can’t have true financial partnership without complete transparency. Our secure online services let you see where your money is 24/7 and how your portfolio and financial plans are working together to achieve your goals. Online Services available include:
- Baird Online
- E-bill pay
- Online transfers
- Baird research
- Electronic statements & tax forms options
- Mobile compatible
- 360 Wealth account aggregation
- Baird app for mobile & tablet
- Secure document exchange
- Email encryption
- Webinars via Cisco Webex, Zoom, or Microsoft Teams
