Take A Look

Watch Our Mobile App Video

See how the Baird Online Mobile App works with this 1-minute overview video.

The Baird Online Mobile App

An extension of your trusted advisor team. Monitoring your wealth and tracking your financial plan has never been easier with the Baird Online Mobile App.

Powerful features in the palm of your hand

Mobile Registration

The mobile app registration process asks a few questions that allow us to connect your account and information safely and securely.

Dashboard

View your mobile dashboard anywhere with Baird Online Mobile app with easy access to your Baird financial advisor team.

My Portfolio

The Baird Mobile App gives you online access to your portfolio details, holdings, activity, performance, news, and more.

Transfers

Providing you with an always available, intuitive, self-service transfer-in capability to quickly move money into your Baird account.

360 Wealth

Get a clearer understanding of your financial situation by being able to see a holistic view of all your financial account information in one place.

Wealth Planning

See your complete financial picture and financial plan in one place and have confidence in knowing your money is aligned with your goals.

Documents & Statements

Get secure access to all your documents with the ability to scan documents on the go.

Get direct access to your Baird advisor team, including secure document sharing, messaging, and appointment scheduling.

Discover the powerful features of the Baird Online mobile app

Mobile Registration

Simple Online Registration

The Baird Online Mobile App registration process asks a few questions that allow us to connect your account and information safely and securely. By providing this information, you consent to Mobile App user for this purpose.

Learn more

Mobile Dashboard

Access your mobile dashboard anywhere & on-the-go.

BairdOnline offers a personalized dashboard containing all the information you need to see how your plan and portfolio are doing as well as important information regarding your Baird Advisor relationship.

Goals SUccess Probability

My Portfolio

Net Worth

My Updates

Quick Actions

Sign In & Biometrics

Secure & easy sign in with biometrics

Biometric authentication provides another method for validating your identity.

Sign In

Face ID / Touch ID

Forgot User ID

Forgot Password

MultiFactor Authentication

My Portfolio

The Baird mobile app gives you access to all your portfolio details.

Monitoring your wealth and tracking your financial plan has never been easier with the Baird Online Mobile App.

Market Value Over Time

Portfolio Details

Portfolio Positions

Asset Allocations

360 Wealth

View all of your finances in one place & on the go.

With a holistic view of your financial information, alongside your advisor team you can gain a clearer understanding of your financial situations so you can reach your goals.

Net Worth

Total Investments

Income & Expenses

All Accounts

Activity

Investment Allocations

Register for 360 Wealth

Wealth Planning

Easy access to your financial plan in the mobile app.

See your complete financial picture and financial plan in one place and have confidence in knowing your money is aligned with your goals. Periodically check-in on key attributes of your plan based on your unique goals established with your financial advisor team.

Goal Success Probability

My Goals

Goal Timeline

Life Change Form

Mobile Transfers

Make a transfer on the go.

Providing you with an always available, intuitive, self-service transfer-in capability to quickly move money into your Baird account.

Make a Transfer

Transfer Activity

Add External Accounts

Notification & Updates

Learn more

Check Deposits

Deposit checks easily with the Baird Online mobile app.

This five step process empowers you the ability to submit check deposit images digitally, using the Baird Online Mobile App. Get started today by depositing checks using the demo walkthrough.

Make a Deposit

Deposit Activity

Notifications & Updates

Learn more

Baird Research

Get access to exclusive Baird Research & market insights.

Baird Research Reports

Search by symbol

Market Indices

Market Diaries

Sector Performance

Watchlists

Documents

Access & scan documents on the go.

Securely access to all your documents with the Baird Online Mobile App.

Secure Documents

Upload Documents (Scan & Go)

Statements

Tax Documents

Confirmations

Client Communications

Check Images

Financial Plans

Performance Reports

There are even more features available.

Get direct access to your Baird Advisor Team, including secure document sharing, messaging, and appointment scheduling.

Paperless Preferences

Account Profile

Security & Sign In Preferences

What's New

My Team

4.7

600+ APP REVIEWS

What our clients are saying

App Store Review

“New app rocks! Super intuitive and modern.”

APP STORE REVIEW

“Great application to check on your account and everything else you would need. I love, and I can not understate this, love the bank linking feature.”

APP STORE REVIEW

“The app finally got the interface/account updates it has needed for a long time. Good job Baird!”

APP STORE REVIEW

“The deposit a check feature works great. Have used it three times now... All perfect! Thanks, Baird!”

APP STORE REVIEW

“First time using mobile deposit. Love the auto capture feature. Awesome!”

APP STORE REVIEW

“Biometrics login, access to 360 Wealth, and an overall much more modern experience brings the new app to 5 stars!”

APP STORE REVIEW

“Good software and a great company.”