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Cash & Lending Services

Historically, investors have built a wall separating the money you spend from the money you invest. What if you could replace that wall with a bridge?

Baird’s Cash and Lending Services lets you treat your wealth holistically, integrating the banking services you use every day into your larger wealth management plans. Working with us, you would be able to:
Take a current snapshot of your net worth
Feed the returns from your personal savings into your investment accounts automatically
Enjoy traditional banking services like check writing, insured deposits and a Baird debit card with ATM access
Open margin and lending accounts
Take advantage of Baird's Cash Management Awards program and concierge services

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