The Baird Online Platform
Baird Online is a secure, digital portal designed to give clients a comprehensive view of their financial lives – while staying connected with their financial advisor team.
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A Guided Tour of Baird Online
See how Baird Online works with this 2-minute walk-through video.
Take a look at the highlights
Our Platform
Account Services
Account Services provides self‑service control over everyday account needs, including managing eBill payees and scheduling one‑time or recurring bill payments in a secure digital environment. It also enables online money movement through internal account transfers, and the ability to move money into your Baird account from an external account, with visibility into scheduled and historical transfer activity.
e-Bill
Tranfers
Awards
Our Platform
Wealth Planning
Baird Online’s wealth planning experience brings Baird’s holistic planning approach into a secure digital environment, allowing clients and advisors to view a complete picture of wealth, engage in planning activities, and track progress toward goals in one place.
Plan Overivew
Plan Probability
Goals
Life Change Form
Compare Plans
Our Platform
Investing Tools
The Investment Tools section brings together a wide range of resources designed to support smarter portfolio management and market awareness. Clients can explore market trends, track personalized watchlists and portfolios, access Baird Research, and stay informed with timely news and alerts.
Baird Research
US Markets
Market Briefing
Portfolio Tracker
Watchlist
Our Platform
Baird Trust
Access your Baird Trust account information directly from Baird Online. Having Baird Trust serve as Trustee and manage the Trust assets will provide clients with the peace of mind that their legacy will be handled and distributed exactly as specified without having to burden any of their beneficiaries.
Baird Trust Dashboard
Accounts
Holdings
Documents
Portfolio Diversification
Our Platform
360 Wealth
Access 360 Wealth to view your net worth and all of your financial accounts in a single location. You can also build a budget, analyze your income and expenses, review your cash flow and create customized rules for categorizing your transactions.
Account Aggregation
Net Worth
Investment Holdings
Cash Flow
Transactions
Our Platform
My Team
My Team provides clients with a dedicated space to connect directly with their advisor team, reinforcing Baird’s high‑touch service model in a digital experience. Clients can schedule appointments, visit their advisor team’s website, securely upload and share documents, all from one centralized location.
your advisor team
Advisor profiles
Schedule appointments
Send Messages
Upload Documents
Our Platform
Profile & Settings
Profile & Settings gives clients a centralized place to manage personal and account‑level preferences. It also supports security‑related actions and account access management, allowing clients to control who can view their accounts and how they receive communications, all within a streamlined, secure experience.