Step 1: Locate your ID
Locate the 9-digit ID found on the letter you received from Baird.
Step 2: Enter your ID
Enter the 9-digit ID from your letter below and click [Submit].
Need assistance?
If you have lost your Client ID or need additional assistance please contact your Financial Advisor.
Step 3: Access your documents.
Documents on this site will be available for one (1) year from the time they were posted. Please save or print a copy if you would like to retain for your records. To request a paper (hard) copy of a document that is no longer listed here, please contact your Financial Advisor.
A PDF reader is required to view the documents displayed above. We recommend Adobe Reader.
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Learn how to receive all of your client documents electronically via Baird Online, including statements, confirmations, and other client communications.