Baird Online & 360 Wealth Guides
Your Account. On the Go.
Built for simplicity, security, and financial insights. With intuitive tools like biometric login, real-time portfolio tracking, and seamless access to 360 Wealth planning features, you can stay connected to your financial goals anytime, anywhere. Take control of your financial journey with just a few taps.
Secure Document Exchange
1. Navigate to the “Documents” tab
2. Select “Document Exchange”
3. Select “Upload Document”
4. Select “Upload”
*Allowed file types: PDF, JPG / PNG Images, Word Documents, Excel, and PowerPoint Documents
eDelivery Preferences
1. Navigate to the person icon at the top right
2. On the drop down, select “Paperless Preferences”
3. Scroll down to customize by account, or select “Go paperless on all” at the top
4. Select “Apply Changes”
Account Sharing
1. Navigate to the person icon at the top right
2. On the drop down, select “Account Access”
3. Select “Share my Accounts”
4. Select “Agree & Continue”
5. Enter the user’s email address
6. Select “Next”
7. Either select which accounts to share by toggling the “Enable for Sharing” button, or select “Share all accounts”
8. The next screen you will review your selections, and click “Submit”
9. The recipient will receive a confirmation email. This user will need to accept the link they received. Once they confirm, you will receive an email confirmation.
Establishing "Incoming" ACH Instructions
1. Navigate to "Account Services"
2. On the drop down, select “Transfers"
3. If the banking instructions are not established, select "Link accounts"
4. Select from your institution
5. Log in
*Eligible only for non-managed accounts
Scheduling on Calendly through Baird Online
1. Navigate to the “My Team” Button at the top
2. Select which team member you would like to schedule time with
3. Select “Schedule appointment”
4. This will book a 20 minute “Ask Anything” meeting via Teams or phone call