Account Services

ACCOUNT SERVICES

Setting up your new account

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.

^Prospect

thematthewssnydergroup@rwbaird.com

CONTACT US

^Onboarding

thematthewssnydergroup@rwbaird.com

CONTACT US

Baird Client statement overview

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.

Baird technical Help

servicing your existing account

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.

^{Bank Transfers - direct deposit & withdrawals}

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

thematthewssnydergroup@rwbaird.com

CONTACT US

Baird Credit & debit card services

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**

DEPARTMENT EXTENSIONS

^{Baird tax statements}

For more information regarding your Baird tax statements please visit www.rwbaird.com/taxes:

Tax statement delivery schedule
Importing your tax statement into Turbo Tax
Downloading your tax statements into a .csv file

For assistance or questions regarding your Baird 1099 tax statements, contact Baird at 800-RWB-1099 (800-792-1099) or anyone on the team.

Tax Information Center

Baird Technical Help

Life Events Checklists

Checklists geared by life stage: Preparing for Risks at Every Stage of Life

Identity Theft Protection & Online Services

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.

LET'S TALK!

Experience Baird Online Today!

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

Account Grouping
Electronic Delivery Options: opt out of receiving paper statements, trade confirmations and other investor communications
Custom Views
Secure Document Exchange (helpful with CPAs & Attorneys): retrieve, save and print documents anytime
Interactive Graphs & Charts
Intuitive Design & Navigation
Turbo Tax Integration

Learn more

360 WEALTH financial wellness

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.

Learn more

need access on the go?

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.

Learn more

Baird Technical Help