Baird Online
Baird Online is the safest and most convenient way for our team
to securely share documents with you.
Baird Online is our secure website where we can securely share sensitive personalized documents such as, statements, financial plan updates, letters of authority and tax documents.
You will also have electronic access to your account balances, pending orders and Baird research on more than 500 companies.
Information security is top priority at Baird. We understand protecting your personal and account information is an essential part of our commitment to our clients. Our information security teams use advanced technologies and industry-tested processes to provide a defense to protect against electronic fraud.
Key Features
My Portfolio
- View portfolio balance information
- Review change in value
- Display asset allocation information
Documents
Review
- statements
- confirms
- investor communications
- tax forms and more
Account Details
- Navigate portfolio positions
- Create custom views
- Search account activity
- Access historical balance information
Investing Tools
- Access award winning Baird research
- View information about stocks, mutual funds and more
Account Services
- Manage Ebill preferences
- Change address(s) on your account
- View or edit eDelivery preferences
360 Wealth
- Centralize your assets and money in one spot
- Easily monitor your total net worth
- Integrate all your assets into your financial plan
- Track changes in production
- Set budgets and monitor spending habits
Baird Online Registration is quick and easy!
Where you register for Baird Online is now up to you. Register on your home PC, tablet or mobile device. The choice is yours.
Register for Baird Online in 4 easy steps

For more detailed instructions click here.