Baird Online Video Tutorials

Learn more about Baird Online!


Secure Document Exchange

A video tour of the Secure Document Exchange feature on Baird Online.  This feature allows you to exchange documents between you and your Baird Financial Advisor securely, directly within Baird Online.

Online Transfer Requests

Learn about the Online Transfer Request feature on Baird Online.

Baird Online Basics

A video tour of Baird Online, how to access your account information, view account positions, learn where to find client documents, customize your login preferences, and access our help materials.



Register for Baird Online

Learn how to quickly register for Baird Online in four easy steps.

Forgot your UserID & Password

Learn how to quickly and electronically retrieve your Baird Online login information. 

Portfolio at a Glance

The Portfolio at a Glance feature provides a snapshot of your entire portfolio or a custom account group that you can create to view multiple accounts at once.


Positions Zoom

View your portfolio positions and respective market data which helps you better understand your account composition and underlying position details.



View your account positions by an asset category level, custom view, or learn about a new feature to “zoom” into the fundamental details about your positions



Your account activity information will be available to view transactions, income, expenses, debit card activity, and more. This view provides an all-inclusive look at your account activity for up to a twelve-month transaction history.


eBill & Awards

Learn more about our full-service eBill Management and Cash Management Awards programs.