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

Updated Documents Section

  • Introduction of a new Most Recent Documents section that allows you easy access to your recent client documents
  • All pages within the Documents section are now accessible in a single page view for your convenience
(Screenshot: Most Recent Documents dropdown)
(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

New User Dashboard

  • We've modernized the design and layout of the home page
  • You can easily customize your view by simply moving around each of the widgets on the page
  • Our new Watchlist is synced up with the Baird Online app, allowing you to make updates on all devices
(Screenshot: Dashboard)
(Screenshot: Balances page)

Balances Page

  • You can now access Margin Buying Power on Baird Online
  • This page provides additional account information around Cash and Cash Equivalents within your account

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
View Details
Household Change in Value screenshot
Household Change in Value
My Portfolio
View Details
Asset Allocation screenshot
Asset Allocation
My Portfolio
View Details
Historical Value screenshot
Historical Values
My Portfolio
View Details
Positions screenshot
Positions
Account Details
View Details
Positions Zoom screenshot
Positions Zoom
Account Details
View Details
Activity screenshot
Activity
Account Details
View Details
Balances screenshot
Balances
Account Details
View Details
Order Status
Account Details
View Details
Unrealized Gain Loss screenshot
Unrealized Gain/Loss
Account Details
View Details
Gain Loss screenshot
Gain/Loss
Account Details
View Details
Cash Flow screenshot
Cash Flow
Account Details
View Details
U.S. Markets screenshot
U.S. Markets
Investing Tools
View Details
Baird Research screenshot
Baird Research
Investing Tools
View Details
Market Briefing screenshot
Market Briefing
Investing Tools
View Details
Portfolio Tracker screenshot
Portfolio Tracker
Investing Tools
View Details
Stocks screenshot
Stocks
Investing Tools
View Details
Mutual Funds screenshot
Mutual Funds
Investing Tools
View Details
News screenshot
News
Investing Tools
View Details
Alerts screenshot
Alerts
Investing Tools
View Details
eBill screenshot
eBill
Account Services
View Details
Transfer Request screenshot
Transfer Requests
Account Services
View Details
Awards screenshot
Awards
Account Services
View Details
Account Access screenshot
Account Access
Account Services
View Details
Address screenshot
Address
Account Services
View Details
Account Nickname screenshot
Account Nickname
Account Services
View Details
eDelivery screenshot
eDelivery
Documents
View Details
Contact Us screenshot
Contact Us
Account Services
View Details
Most Recent Documents screenshot
Most Recent Documents
Documents
View Details
Secure Document Exchange screenshot
Document Exchange
Documents
View Details
Statements screenshot
Statements
Documents
View Details
Confirmation screenshot
Confirmations
Documents
View Details
Investor Communications screenshot
Client Communications
Documents
View Details
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.