Baird /
Baird Online Demo


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    Navigate between accounts within the same page
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    View your estimated annual income and current yield based on recent income information for your portfolio
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    View Margin account withdrawal and purchase limits
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    An at-a-glance view of your account based on asset mix
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    Navigation Tool - Shows the page displayed within Baird Online

Asset Allocation

Wish to see the value of your account summarized by asset class? The Summary Asset Allocation Screen does just that, and includes a summary of cost basis and both unrealized and realized gain/loss information.

assetAllocation.jpg
Sample Data presented for illustrative purposes only.