Welcome to Baird Online!

Your one stop to access your accounts, view market research, track your portfolio and update your online account settings.

What's New

Enhanced Online Security

  • Enhanced Online Security adds a layer of security allowing Baird to better protect your assets and information.
  • It provides alternative methods of verifying your identity, in addition to your unique username and password, when unique situations arise.
  • In this event you are asked to take one final step to verify who you are. There are four options:
    • Answer security questions
    • Receive a one-time verification code delivered via text message
    • Receive an automated phone call
    • Speak directly with a Baird Online Service Desk Team member
(Screenshot: Online Verification Process page)
(Screenshot: Document Exchange dropdown)

Secure Document Exchange

  • Now within Baird Online, you can receive documents, reports, proposals and Baird Research from your Financial Advisor
  • Secure Document Exchange is easy to use and available on your desktop, tablet or mobile device
  • Exchanging documents with your Financial Advisor through Baird Online is safe and secure

Portfolio Tracker

  • We've modernized the design and layout of the Portfolio Tracker page
  • Pages have been optimized for mobile
  • There is now a new Portfolio Tracker Overview Page that provides a summary of all your portfolio trackers
(Screenshot: Portfolio Tracker page)

Explore the Baird Online Demo

  • New to Baird Online
  • Dashboard
  • My Portfolio
  • Account Details
  • Investing Tools
  • Account Services
  • Documents
  • Settings
  • Help
  • Other Platforms
User Dashboard screenshot
User Dashboard
Dashboard
View Details
Portfolio at a Glance screenshot
Portfolio at a Glance
My Portfolio
View Details
Household Overview screenshot
Household Overview
My Portfolio
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Household Change in Value screenshot
Household Change in Value
My Portfolio
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Asset Allocation screenshot
Asset Allocation
My Portfolio
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Historical Value screenshot
Historical Values
My Portfolio
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Positions screenshot
Positions
Account Details
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Positions Zoom screenshot
Positions Zoom
Account Details
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Activity screenshot
Activity
Account Details
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Balances screenshot
Balances
Account Details
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Order Status
Account Details
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Unrealized Gain Loss screenshot
Unrealized Gain/Loss
Account Details
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Gain Loss screenshot
Gain/Loss
Account Details
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Cash Flow screenshot
Cash Flow
Account Details
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U.S. Markets screenshot
U.S. Markets
Investing Tools
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Baird Research screenshot
Baird Research
Investing Tools
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Market Briefing screenshot
Market Briefing
Investing Tools
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Portfolio Tracker screenshot
Portfolio Tracker
Investing Tools
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Stocks screenshot
Stocks
Investing Tools
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Mutual Funds screenshot
Mutual Funds
Investing Tools
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News screenshot
News
Investing Tools
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Alerts screenshot
Alerts
Investing Tools
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eBill screenshot
eBill
Account Services
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Transfer Request screenshot
Transfer Requests
Account Services
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Awards screenshot
Awards
Account Services
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Account Access screenshot
Account Access
Account Services
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Address screenshot
Address
Account Services
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Account Nickname screenshot
Account Nickname
Account Services
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eDelivery screenshot
eDelivery
Documents
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Contact Us screenshot
Contact Us
Account Services
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Most Recent Documents screenshot
Most Recent Documents
Documents
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Secure Document Exchange screenshot
Document Exchange
Documents
View Details
Statements screenshot
Statements
Documents
View Details
Confirmation screenshot
Confirmations
Documents
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Investor Communications screenshot
Client Communications
Documents
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Tax Forms screenshot
Tax Forms
Documents
View Details
Check Images screenshot
Check Images
Documents
View Details
Statements screenshot
Tablet App
Other Platforms
View Details
To ensure an optimal experience on Baird Online, we recommend using the latest versions of the following browsers:
  • Internet Explorer
  • Chrome
  • Firefox
  • Safari
If you are currently using any other browser, you will need to upgrade or switch browsers.