Welcome to Baird Online!

Baird Online is your secure, online portal where you can link, view and track all your financial accounts, providing you a complete picture of your net worth while managing your day-to-day finances and keeping you on track to meet your wealth management goals.

What's New

360 Wealth

A secure online service on Baird Online where you can view all your finances in one place.

  • Link a variety of non-Baird accounts to give you a holistic view of your financial wellness, including:
    • Checking/Savings
    • 401(k)
    • Credit/Debit Cards
    • Home/Real Estate
    • Assets/Liabilities
  • View a comprehensive Net Worth Statement
  • Track changes in your portfolio
  • Manage and view your current month budget, spending and cash flow

(Screenshot: 360 Wealth Overview page)

View the 360 Wealth Video


Start Linking Your Accounts Today!

(Screenshot: Online Verification Process page)

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

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
(Screenshot: Document Exchange dropdown)

Explore the Baird Online Demo

  • New!
  • Dashboard
  • My Portfolio
  • Account Details
  • Investing Tools
  • Account Services
  • Documents
  • Settings
  • Help
  • Other Platforms
  • 360 Wealth
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
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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
View Details
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
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
360 Overview screenshot
360 Overview
360 Wealth
View Details
Accounts screenshot
Accounts
360 Wealth
View Details
Transactions screenshot
Transactions
360 Wealth
View Details
Income Analysis screenshot
Income/Expense
360 Wealth
View Details
Budget screenshot
Budget
360 Wealth
View Details
Net Cash Flow screenshot
Cash Flow
360 Wealth
View Details
Investment Positions screenshot
Investment Positions
360 Wealth
View Details
Net Worth screenshot
Net Worth
360 Wealth
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.