Help - Performance Reports

The Performance Reports link allows you to view and/or print your quarterly performance reports. These reports are available for accounts that are part of the following managed programs: Baird Preferred Managers, Private Investment Management, Dual Contract or accounts directly managed by Baird Investment Management. Contact your Financial Advisor for additional information about our investment management programs.

Account #
The eight-digit number assigned to your account.

Business Continuity Plan
This plan identifies the steps necessary for Baird to continue operating in any type of disaster.

C
Indicates a consolidated report.

Delayed
Quotes are delayed for approximately 20 minutes after posting to the NYSE, NASDAQ and AMEX exchanges.

Financial Information
Provides Baird's latest Statement of Financial Condition report in PDF format.

Get Quote
Clicking on Get Quote will take you to the Quick Search screen. Enter the symbol assigned to the security to obtain market price information. If you currently own the security, you may find the symbol on the Positions page. Otherwise, check in Symbol Lookup to find the symbol.

Manager
Name of the manager of your account.

Name
Name of the accounts to which you have access.

Quarter
Select the quarter you want to view from a drop-down list. Baird will make performance reports available for the most recent eight quarters.

Quarter/Year
Shows the quarter and year of a selected performance report.

Real-Time
Access detailed stock quote information for companies listed on the NYSE, NASDAQ and AMEX, including current real-time price quote, open, change, high, low, EPS, volume, P/E ratio, and much more.

Search
Once you’ve selected your criteria, clicking this button starts your search.

Symbol
Enter the symbol assigned to the security and click on Get Quote. If you do not know the symbol, click on Symbol Lookup.

Symbol Lookup
Clicking on Symbol Lookup will take you to the Quick Search screen. Enter the security name and click on Continue to select from a list of security names.

View Disclaimer
Click the View Disclaimer button to read and/or print your performance report disclaimer. You must have Adobe® Reader® to view.

View PDF
View and/or print the performance reports. Adobe® Reader® is required.

Year
Select the year you want to view from a drop-down list. Baird will make performance reports available for the most recent eight quarters.