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As a Baird Online client, you may download your Baird account information into Quicken® financial management software. You may also import tax form 1099 from your account into TurboTax®.

We only provided you with steps to assist you with downloading your account information. Robert W. Baird & Co. does not provide support for Quicken® software; you may direct your questions to Intuit®, the company that supports Quicken®.


To get started, you will need:

  • Quicken® software for Microsoft® Windows® or Mac
  • Baird account number
  • Your Baird Online User ID and password
  • Full system requirements


Frequently Asked Questions

Should you have any questions or run into any difficulties, you may find your answers on the FAQ’s page. If you do not find the answer you are looking for, contact Intuit®, the company that supports Quicken®

Baird can only assist you with the technical download. If you have any trouble after downloading, you will need to contact Quicken® for assistance. 


Follow These Easy Steps to Download into Quicken® 

Set Up and Download Data to an Account Using Quicken® for Windows Software

  • Launch Quicken® software.
  • In the top menu bar, File drop down; select “New Quicken File”, Select “New Quicken Account” radio button; select OK.
  • For account type, select “Brokerage” under the “Investing & Retirement” section;
  • Type and select Robert W. Baird & Co.; click Next.
  • Type your Baird Online User ID and password; click Connect.
  • Cash balance may need to be entered manually (NOTE: The cash balance is available on Baird Online under the Account Information tab. The cash balance on Baird Online is adjusted in real time while transactions and security positions are delayed one day on Quicken®.)
  • Quicken may ask additional questions such as the account type or owner, and if the account is a mutual fund. Select the answers and then click Next.
  • Verify the account(s) added, and then click Finish.

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Follow These Easy Steps to Download into Quicken® for Mac

These instructions are provided by Baird to assist you in downloading data into Quicken® for Mac® software. As with most software products, there may be other steps or shortcuts available to accomplish the same result.

Set Up and Download Data to an Account Using Quicken® for Mac® Software
  • Launch Quicken® for Mac® software.
  • In the top menu bar, click Accounts; click New.
  • For account type, select Investing; Brokerage;
  • Type and select Robert W. Baird & Co.; click Continue.
  • Type your Baird Online User ID and password; click Continue.
  • Confirm the Account(s) Added; click Continue.
  • Beginning balance may need to be entered manually (NOTE: The cash balance is available on Baird Online under the Account Information tab. The cash balance on Baird Online is adjusted in real time while transactions and security positions are delayed one day on Quicken®.)

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Quicken is a registered trademark of Intuit Inc. and is used with permission.