Baird Trust Client Information Portal & Help Center

Log into the Client Information Portal

• Receive Access ID and initial Password via separate emails from our provider, FIS.
• Click the “LOGIN TO YOUR ACCOUNT” button at the top of this page.
• Follow the enrollment process by answering the questions presented to establish your secured access and create your new password.
• Your password must be 8 to 24 characters long. It must contain a mix of at least 3 of the following:
  • Numbers
  • Uppercase letters
  • Lowercase letters
  • Special characters
• For more details on this process, click the "Getting Started" tab in this Help Center section.

System Recommendations

1. Pentium Dual-Core/Athlon X2 minimum, Core 2 Duo/Athlon II X2or higher recommended
2. 1024 x 768 or greater resolution
3. RAM 1G required minimum, 2G recommended
4. Additional software Microsoft® Excel® 2003, 2007 or 2010 Adobe® Acrobat® Reader 11.0 or newer

Supported Browsers & Supported Operating Systems

1. • Edge - Windows 10
   • Internet Explorer*-Windows 7, Windows 8, Windows 8.1, Windows 10
   • Firefox -Windows 7, Windows 8, Windows 8.1, Windows 10
   • Chrome -Windows 7, Windows 8, Windows 8.1, Windows 10
   • Safari –Mac OS X 10.13 “Catalina” iOS iPad 2, 3 and 4

Follow this set of instructions to log into the Client Portal for the first time:

1.
You should have received an email with a temporary password to set up your account.

2.
Click the yellow "Login to Your Account" button in the top banner of this page. This will take you to the Client Information Portal site. It may be helpful to bookmark this in your browser for future use.

3.
Enter your Access ID and click the “Proceed” button.

4.
If your Access ID is valid*, the "Password" field will appear for you to enter a temporary password:
*If the user enters an invalid Access ID, IdP will also prompt them for a PIN. But since the user has not yet registered their OTP Device, there is nowhere for a PIN to be sent. The user should select cancel, verify their Access ID and try logging in again.

5.
You will be prompted to change your password. Baird Trust Company requires that your new password must be different from the last 16 previously created passwords.

6.
You will need to select a One Time Password (OTP) method. If you select “Send a PIN to my phone,” you will be prompted to select “Add a New Device”

7.
A new window will appear where you can name the device and enter in your phone number. U.S. phone numbers do not require the Country Code, but the number can start with ‘+1’ as shown.

8.
Once your information is entered, select OK. You will be redirected back to the OTP Selection screen where you can select “Test Device” to request a test text message to be sent to your device.

9.
If you select “Let me use a software app,” you will be prompted to choose a “Download mobile app” selection. You will be given options to receive links or use an existing Authenticator App that you have. The link emailed to you is: https://login2.fisglobal.com/idp/static-ui/authAppLinks.html

10.
The Client Information Portal will provide a QR Code which you can load into your Authenticator App to allow for OTPs to be transmitted as needed:

11.
After the OTP Device has been established, you will be asked if you want to register the device that you are logging into Client Information Portal with (i.e. personal computer, work computer, etc.). Or you can choose to not register the device if it is public. Select ‘Proceed’ and you will be logged in.

• Page Feature - Banner

  Obtain a market quote direct from the exchanges with a single-click of the Quote button. Track the stock price on up to 20 individual stocks or indices.

  Preferences: Your preferred viewing method, individual account versus a group of accounts; and various other options including the ability to change your password.

  Online Help: Page-level help, including descriptions of the fields of information on the page in view (Be sure to select the Product Info link within Help for more information on system settings and navigation tips).

  

• Page Feature - Navigation Menu

  Portfolio
  View position allocations and gains/losses, equity and fixed income analytics, and personal rates of return

  Activity
  View a snapshot of year-to-date transaction activity with links to the individual transactions

  Documents
  Access electronic statements

  Tools
  Calculate cash flows, use calculators to plan for life events and download information for use in third party software like Quicken

  Group Accounts
  Assemble authorized accounts into groups for easy review and management of investments

  

• Download and Print Controls

  Downloading
  Selecting Download on a page will automatically launch a pop-up window confirming the desire to download the page information to a Microsoft® Excel® spreadsheet. Doing so allows you to use the information as desired. You may print or save the spreadsheet for your own use.

  Printing
  Selecting Print will either launch a PDF type report or a browser print. PDF type reports can be printed or saved for your own use.

  

• Filter Area

  The Filter Area on the page allows you to view the information the way you want to see it.

  Show/Hide Filter Options
  To create a custom view, select the icon next to the title Additional Filters. Populate the fields desired. Select the Go button to update the page. The site saves your request.

  Viewing a Group of Accounts
  The Filter area provides single-click access to view an aggregate of accounts. This means that when viewing by group, the page will sum all of the information for the accounts in the group. For example, on the Portfolio Positions page, if View By Group is selected, the site will display only one position of a stock with the listed information as the sum of all the accounts holding it. It will not list the holding multiple times per the number of accounts held in.

  

• Information Area

  Many pages display the information totals at the top of the page eliminating the need to scroll down the page.

  Messages
  Some pages include informational messages concerning the content on the page or instructions for viewing the page. These messages are located beneath the filter area.

  Show/Hide Summary Sections
  Summary sections offer the opportunity to show or hide the graphic or chart. Your selection to show or hide will be stored on your PC so when you return to the page in the future, it is displayed as you last left it.

  Some pages include Next Step options for obtaining additional information concerning a selected position or transaction activity. Selecting a Next Step option presents the information in a pop-up window so that you do not lose your place on the page. Examples of Next Steps include tax lot detail, transaction activity, and detailed security information.

  

• Portfolio Positions

  The “Positions” page provides additional choices for displaying the holdings of the account or group of accounts in a meaningful and analytical manner.

  Optional Views

  • Sub Menu Options
  • Show / Hide graphical summary section
  • Totals
  • Detailed list of assets

  Sub Menu Options

  • Allocation – Asset diversification as compared to the total market value
  • Income – The estimated income expected on the position and the yield to market
  • Gain/Loss – Summarized gains/losses incurred and the unrealized impact per position

  

• Activity Summary

  The “Activity” page displays a year-to-date view of all transaction activity in an account or aggregated for a group of accounts.

  Activity

  Click a category link to view the detailed list of transactions.

  • The transactions are grouped into major categories for ease in identifying cash flows.
  • The page also offers a one-click view to the underlying transactions by selecting the desired transaction category. A pop-up window will display the list of transactions comprising the category total.

  

• Documents

  This feature provides quick access to your electronic statements. It displays the list of available statements for viewing and a link to launch the statement in a PDF.

  Documents
  Click the desired statement link to launch the PDF.

  Adobe® Acrobat® Reader is required to view the statement in a PDF format. This software can be downloaded at www.adobe.com. You can then save, print, e-mail, or close the PDF.

  

• Tools / Download Portfolio

  Three separate “Download” options (Portfolio, Tax Lots & Activity) allow quick access to research an individual account or group of accounts. You can also save the format for future use.

  Tools

  • Select the desired output format
  • Select the desired fields of information

  

• Group Accounts

  The “Group Accounts” feature gives you the opportunity to create your own grouping of accounts for information gathering and investment management.

  Group Accounts

  • Select the checkbox next to the desired accounts and click the Add link.
  • Selecting an account with a Show/Hide icon will bring all the accounts in the relationship into the group.
  • You determine the group name and select the underlying accounts. Once a group is created you can use the list throughout the site, eliminating the need to memorize account numbers or account titles.

  

• Changing Your Password

  Once logged into your account, choose Access Management to change your Password.

  Access Management

  • Choose the Access Management link.
  • Check the Change Password.
  • Enter the current Password. Next enter the new Password. Click Submit.

  

• Account Specific Questions

  For acount specific questions, please contact your Trust Officer or Portfolio Manager. Click on the Contact Us link located in the Banner area of the Client Information Portal to access individual contact information.

• Account Access, Passwords or Computer Technology

  Should you need any further guidance, our technology support team is available weekdays from 7:30 a.m. to 5:00 p.m. EST. Contact them at 877-226-1244.

  Please be sure to mention that you are trying to access the “Baird Trust Client Information Portal”. For verification purposes, the technology support team will need the User ID and Account Number. It is also important to note that the person to whom the User ID was issued is the individual who must make the phone call.