Help - Statements

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.

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.

M
Indicates your MasterConnect Account.

Market Value
Value is the number of shares owned times the market price at the time the statement was issued.

Month
Choose from a drop-down list to see all statements or statements for a particular month.

Name
Name of the accounts to which you have access.

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.

Statement Date
Date the statement was issued.

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.

Unrealized Gain/Loss
Shows the difference between the market value and cost of securities held in your account at the time the statement was issued. If any value or cost amounts are missing, no unrealized gain or loss will be calculated for that holding.

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

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

Year
Choose from a drop-down list to see all statements or statements for a particular year. Baird will make statements available from January 2000 to the present.