Baird /
Baird Online Demo


  •  
    Click on the + to view the detail of each purchase made in the process of acquiring your security
  •  
    Date acquired reflects the purchase date or the date when the security was received into your account. "Multiple" is displayed if more than one purchase was made for the security.
  •  
    Average cost per unit is displayed for each position and includes commission
  •  
    Note the daily price change for each position in your account
  •  
    Navigation Tool - Shows the page displayed within Baird Online

Unrealized Collapsed Tax Lots

With the Unrealized Collapsed Tax Lots Screen, you can quickly view a comparison of the current market value and the cost of the security positions in your account.

unrealizedCollapsed.jpg
Sample Data presented for illustrative purposes only.