eDelivery Terms and Conditions
Electronic Delivery System.
Baird shall notify Client by email at the last known email address of record when Account Communications are posted on the Baird Online Internet site. The email notifications contain hyperlinks to the “Client Log-In Page” for Baird Online. After linking to the Baird Online Client Log-In Page, Client will be instructed to enter Client’s UserID and Password. Client, after entering the correct UserID and Password, will have access through the Baird Online Internet site to an archive of all documents Client received via electronic delivery for at least the preceding three-year-period. Any Account Communication not available through Baird Online due to the lapse of time may be available to the Client at a nominal service charge.
Client herby acknowledges that the Internet is not a secure communications network. Unauthorized parties may access communications transmitted over the Internet. Baird will not send to Client any email notice that contains Client’s confidential information including, without limitation, Client’s account numbers or Client’s tax ID number.
If the hyperlink function in the notice email sent by Baird to client does not work, Client agrees to access the Account Communication directly through the Baird Online Internet address specified in the notification email.
Regardless of whether Client receives an email notification, Client hereby agrees to access and to review the Baird Online Internet site on a regular basis to avoid missing time-sensitive information. In the event that client desires to keep a copy of any Account Communication, Client, at his or her own expense, may download and save, or print, the Account Communications Client accesses on the Baird Online Internet site for Client’s record retention purposes. Client is solely responsible for the proper storage and protection of any Account Communication that Client downloads and saves or prints to paper copy.
Good and Effective Delivery.
Client agrees that all Account Communications provided to Client by Baird or Baird’s agent by any of the methods discussed herein are good and effective delivery to Client when sent to Client or posted by Baird to the Baird Online Internet site, regardless of whether Client timely receives or accesses the Account Communication.
Client hereby agrees to timely review all Account Communications. Client hereby agrees to notify Client’s Baird Financial Advisor, in writing, within ten (10) business days of delivery of a notice email if Client objects to the information provided in the Account Communication. Baird shall deem such Account Communication as accurate and true unless client notifies Baird, in writing, within the requisite ten (10) business days of delivery of the email notice.
Duration of Consent.
This consent is effective upon Client’s checking the agreement box and Baird’s acceptance of your request. This consent will remain in effect until Client or Baird revokes it. In the event that either Client or Baird revokes this consent to electronic delivery of Account Communications, Baird may take up to ten (10) business days to process a revocation of consent to electronic delivery, and Client may receive electronic notifications in the interim period. The revocation of Baird Online access inherently revokes the consent to electronic delivery of Account Communications.
Revocation of Consent.
Client may revoke or restrict Client’s consent to electronic delivery of Account Communications anytime, subject to the terms of this Agreement, by notifying Baird, in writing, of Client’s intention to do so. Client shall send such notice of termination to Robert W. Baird & Co. Incorporated, 777 East Wisconsin Avenue, Milwaukee, WI 53202, Attention: Baird Online Support – Milwaukee. Client agrees to notify Baird immediately in the event client experiences or suspects any inappropriate or unauthorized access to Client Account records or Account Communications.
Client has the right to request paper delivery of any Account Communication that the law requires Baird to deliver to Client in paper form. Client understands that if Client revokes or restricts his or her consent to electronic delivery of Account Communications or requests paper delivery, Baird, at its discretion may charge Client a reasonable service fee for the delivery of Account Communications that would otherwise be delivered to Client electronically. Neither Client’s revocation or restriction of consent, Client’s request for paper delivery, nor Baird’s delivery of paper copies of Account Communications affects the legal effectiveness or validity of any electronic communication provided while Client’s consent is in effect.
The headings of the Sections of this Agreement are included for convenience only and shall not be deemed to constitute part of this Agreement or to affect its construction.
This Agreement shall be governed by and interpreted in accordance with the internal laws of the State of Wisconsin.
I hereby acknowledge and agree that I have authorization to act on behalf of the owner(s) of the account(s) identified above in making the selection(s) set forth herein.