Signing up is easy – select electronic or paper delivery preferences for statements, confirmations and investor communications. Your Tax Documents will be sent via US Mail, but an online copy will also be available to you within the Documents section of Baird Online.

Why Go Paperless?

  • Paperless documents can help reduce your risk of mail fraud and identity theft. 
  • You have safe, secure access to your documents anytime from anywhere.
  • Minimize paper clutter.
  • Keep all your important documents in one, organized place.
  • Print your documents if you need paper copies.
  • It’s good for the environment.

How Do I Sign Up for eDelivery?

Set your eDelivery Preferences quickly and easily through the Documents section of Baird Online.

If you do not have Baird Online access: Register now for Baird Online access. You can take a tour of Baird Online to learn more about this valuable client benefit.

How Will I Know When My Electronic Documents are Available for Viewing?

You will receive an email message advising you that a statement, confirmation or investor communication is available to be viewed. The email will provide you with instructions for access and a link that you can click to log in and go directly to the document.

More Information

For more information about Baird Online access and going paperless, see the eDelivery frequently asked questions, or contact your Financial Advisor.