Below you will find tools and resources to assist you with the most common account-related onboarding requests. If you have any questions or need more information, don’t hesitate to contact our office at any time.
For more information regarding your customized Baird client statements, please visit Baird Client Statement Overview.
• A clear and intuitive design that makes all your account information easy to find and understand. value and activity, as well as changes in your portfolio value.• Account summaries throughout the statement that provide a straightforward picture of your current account value and activity, as well as changes in your portfolio value.• Customization to receive statements electronically via Baird Online or paper.• Master Connect Statement displaying a summary of all accounts in your household.• Statements for all connected accounts mailed in one envelope.• Two-sided printing to reduce the number of pages mailed to you
For assistance or questions regarding your Baird client statements, contact Baird at 800-RWB-1099 (800-792-1099) or anyone on the team. You can get additional help by clicking the button below.
Below you will find information to assist you with the most common account-related transaction and service requests. If you have any questions or need more information, don’t hesitate to contact our office at any time.
Please contact anyone on the Matthews Snyder team to setup ACH direct deposits/withdrawals on your Baird accounts.
Bloomington Branch: 812-332-6333
Franklin Branch: 317-738-3217
For assistance with your Baird account, dial toll-free 1-888-792-7526.
(610-382-8227 outside of the United States)
Click the button below to access the menu that includes each department extension and daily hours.
**For Baird Debit Card Services, including Lost/Stolen cards (24-hours/day) Dial 1**
For more information regarding your Baird tax statements please visit www.rwbaird.com/taxes:
For assistance or questions regarding your Baird 1099 tax statements, contact Baird at 800-RWB-1099 (800-792-1099) or anyone on the team.
Checklists geared by life stage: Preparing for Risks at Every Stage of Life
Identity theft can happen to anyone, anywhere, at any time. Criminals don’t discriminate against their victims on the basis of age, education, wealth level, location, or anything else.
Baird’s identity protection should be an important part of everyone’s financial plan. It’s another way we can help protect what you have worked so hard to build.
Online convenience to help you monitor your investments. Baird Online, the client-exclusive area of our website, is available free to our Baird clients. Baird Online provides detailed, real-time account information, 24 hours a day, seven days a week.
Register Baird Online
FEATURES OF BAIRD ONLINE
To meet the financial goals, needs, wants and wishes you’ve set out for yourself, all these pieces need to be working in coordination with each other. That’s a role that your Baird Financial Advisor fills, but 360 Wealth makes it easier for you to keep an eye on the big picture yourself as well.
It's an easy-to-access smartphone application that puts your Baird accounts in the palm of your hand.
Monitoring your wealth and tracking your financial plan has never been easier with the completely redesigned Baird Online Mobile App.
Download the app from the Apple App Store or Google Play Store.