Quicken® Instructions

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 support the 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®
  • Baird account number
  • Your Baird OnLine userID and password
  • Internet connection – requires Microsoft® Internet Explorer 5.5 or higher with 128-bit encryption.
Downloading instructions for: 2009 | 2010 | 2011
 
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®.
 
Follow These Easy Steps to Download into Quicken® 2009

These instructions are provided by Baird to assist you in downloading data into Quicken® for Windows®
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® 2009 for Windows® Software


  • Launch Quicken® for Windows® software.
  • In the top menu bar, click Investing; Investing Accounts,and then Add Account.
  • For account type, select Standard Brokerage; click Next
  • Enter Robert W. Baird & Co.; click Next.
  • Select Yes, connect to Robert W. Baird & Co. through Quicken®; click Next.
  • Enter your Baird OnLine userID for Robert W. Baird & Co. User ID / username, your Baird OnLine
    Password for Robert W. Baird & Co. password, and reenter your password; click Next.
  • Check any desired accounts and add an Account Name for each checked account; click
    Next.
  • Select No to save password in the Password Vault; click Next.
  • Select No on Are you setting up this type of account?; click Next. Click Done.
  • Choose how you want Quicken to handle these download transactions; click Next.
  • Enter your cash balance as of today, if cash balance screen does not appear click on a red flag on the left side of the screen within the Investment Center (NOTE: You can get this information by logging into Baird OnLine (BOL) and going to the Account Information screen. However, the balance on BOL is adjusted in real time for transactions unavailable in today's download into Quicken®. Transactions/security positions are delayed by one day.)
  • Click Done.
  • Within the Investment Center on the left side of the screen, click on any additional account(s) with a red flag.
  • Enter your cash balance as of today, (NOTE: You can get this information by logging into
    Baird OnLine (BOL) and going to the Account Information screen. However, the balance on
    BOL is adjusted in real time for transactions unavailable in today's download into Quicken®. Transactions/security positions are delayed by one day.)
  • Click Done

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Follow These Easy Steps to Download into Quicken® 2010

These instructions are provided by Baird to assist you in downloading data into Quicken® for Windows® 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® 2010 for Windows® Software

  • Launch Quicken® for Windows® software.
  • In the top menu bar, click Tools; Add Account.
  • For account type, select Investing/Retirement; Standard Brokerage; click Next.
  • Type and select Robert W. Baird & Co.; click Next.
  • Select Login to Robert W. Baird & Co., and type your Baird OnLine UserID, password and reenter your password; click Next.
  • Check any desired accounts and add an Account Name for each checked account; click Next.
  • Answer the questions Who owns this IRA? and IRA Type? by checking the appropriate boxes; click Next.
  • Confirm the Account Setup; click Done.
  • Left click on the recently imported account under the Investing column on the left side of the screen
  • Choose how you want Quicken to handle the download transactions; Baird OnLine Support recommends Accept All; click Next.
  • Enter the accounts Cash Balance; click Done. (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®.)
  • Within the Investing column, click on any additional account(s) with a red flag.

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Follow These Easy Steps to Download into Quicken® 2011

These instructions are provided by Baird to assist you in downloading data into Quicken® for Windows® 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® 2011 for Windows®Software
  • Launch Quicken® for Windows® software.
  • In the top menu bar, click Tools; Add Account.
  • For account type, select Investing; Brokerage; click Next.
  • Type and select Robert W. Baird & Co.; click Next.
  • Type your Baird OnLine UserID and password; click Connect.
  • Answer the questions Who owns this IRA? and IRA Type? by checking the appropriate radio button; click Next.
  • Confirm the Account(s) Added; click Finish.
  • Left click on the recently imported account under the Accounts column on the left side of the screen
  • Choose how you want Quicken to handle the download transactions; Baird OnLine Support recommends Accept All; click Next.
  • Enter the accounts Cash Balance; click Done. (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®.)
  • Within the Investing column, click on any additional account(s) with a red flag.
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Baird can only assist you with the technical download. If you have any trouble after downloading, you will need to contact Quicken® for assistance. Quicken is a registered trademark of Intuit Inc. and is used with permission.