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Baird Online

Take Baird With You Wherever You Go

Baird Online allows you to access your account securely to see account balances, pending orders and all your documents all in one place. It also allows our team to securely share sensitive documents such as statements, financial plan updates, tax documents, etc. Information security is top priority at Baird and we understand protecting sensitive information is an essential part of our commitment to safeguarding your finances. Baird's information security teams use advanced technologies and industry-tested processes to protect against electronic fraud. 

Register For Baird Online

Register For Baird Online

Registration is quick and easy! Just follow these four steps:

1. ENTER - Enter your personal information. 

2. CONFIRM - Confirm and validate your registration through your email account. 

3. CREATE - Create a UserID, Password & Security Questions 

4. SELECT - Select your eDelivery preferences

Access Baird Online

Access Baird Online

Baird Online gives you easy access to the following Key Features all in one place:

·     View portfolio balance information

·     Review changes in value

·     Display asset allocation information

·     Review statements, tax forms, investor communications, etc.

·     Access account details including historical balance information

·     View award winning Baird research on stocks, mutual funds and more

·     Manage Ebill and Edelivery preferences

·     Change addresses on your accounts


Tour Baird Online

Tour Baird Online

Still not sure Baird Online is right for you? Take a tour of all the specialized features that are at your fingertips!

Baird Online - 360 Wealth

Baird Online - 360 Wealth

Baird's 360 Wealth tool can help you manage your personal finances by bringing your online financial accounts into a single view, enabling you to access information for ALL enrolled accounts directly through Baird Online. This includes all Baird accounts and third party accounts including savings, cash, outside investments and 410K(s). All you have to do is select institutions where you have an online account and enter in your login credentials for that website.

Perspectives on Technology

Perspectives on Technology

How does Baird’s technology provide clients with peace of mind on their financial plan?

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