Go Green. Go Paperless. - Sign Up for eDelivery
 
 

Go Paperless 
 
 
 
As a Baird client, you can receive your client statements, transaction confirmations and other investor communications (prospectuses, proxies, etc.) online instead of in your mailbox.

How Do I Sign Up for eDelivery?
You must have Baird OnLine access to take advantage of electronic delivery of account documents.
  • If you already have Baird OnLine access: Log in to Baird OnLine, visit the "Client Service Center" and select "eDelivery Options." Follow the instructions to sign up. Also, see our guide for "How to Go Green."
  • If you do not have Baird OnLine access: Register for Baird OnLine access by completing and mailing this form (PDF), which allows you to sign up for Baird OnLine and eDelivery at the same time. Or, take a tour first to learn more about this valuable client benefit. See our guide for "How to Go Green." 
How Will I Know When My Electronic Documents are Available?
You will receive an e-mail message advising you that a statement, confirmation or investor communication is available to be viewed. The message will instruct you to log in to Baird OnLine to view it, and provide a link to do so.

Why Should I Go Paperless?
Signing up is easy, and going paperless offers many benefits to you and the environment. The benefits of going paperless include:

  • Access your documents anytime, from anywhere.
  • Keep all your documents in one organized place.
  • Print your documents when you need paper copies.
  • It’s safe and secure.
  • It's easy to sign up.
  • It's good for the environment.
  • Less clutter in your mailbox.
More Information
For more information about going paperless and Baird OnLine access, contact your financial advisor or see the Paperless Statements frequently asked questions.
 
 
Contact a Financial Advisor
 
 
 
Related Information
 
 
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