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Trust Services

Baird Trust Client Information Portal

Did you know that Baird Trust offers online account access through our secure online portal? The Baird Trust Client Information Portal offers all the basic account information like balances and holdings, but also includes a few features you may not know about.

What's Available

  • Cash Flows and Transactions
  • Asset Allocation Charts
  • Equity and Fixed Income Analysis
  • Comparison Tools
  • Custom Security Watchlist
  • Relationship Level Reports
  • Stock Quote Lookup
  • Online Statements

Features Include

  • Single-click to view an individual account or an aggregate of multiple accounts.
  • A holistic presentation of your total portfolio.
  • Enhanced analytical tools to help value and analyze your portfolio.
  • Single-click to view a year-to-date summary of account activity with the option to drill down to view the underlying list of transactions.
  • Data extraction through a direct feed to Quicken or the use of a sophisticated customizable extract feature.

Ready to get started?

To request a new access ID and initial password, please contact your Trust Officer or Portfolio Manager. Once you’ve received an Access ID and initial password, visit BairdTrust.com website and click on the “LOGIN TO YOUR ACCOUNT” button. Here you will also find user guides and additional information about the portal. You can also contact us by email at BairdTrust-Info@rwbaird.com.