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:

Version 2008 and 2007
Version 2006
Version 2005
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® 2008 and Quicken® 2007
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® 2008 and Quicken® 2007 for Windows® Software

  1. Launch Quicken® for Windows® software.
  2. In the top menu bar, click Investing; Investing Accounts,and then Add Account.
  3. Select This account is held at the following institution.
  4. Enter Robert W. Baird & Co.; click Next.
  5. Select Yes, I want to connect to Robert W. Baird & Co. through Quicken®. I have a Robert W. Baird & Co. username and password. Click Next.
  6. Enter your Baird OnLine userID for Customer ID, your Baird OnLine Password for PIN, and confirm your password; click Next.

    1. Once the Account has completed downloading, click Done.
    2. Check any desired accounts and add an Account Name for each checked account; click Next, then click Done.
    3. Click close to exit the One Step Update Summary window.
    4. 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.)
    5. Click Done.
    6. Within the Investment Center on the left side of the screen, click on any additional account(s) with a red flag.
    7. 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.)
    8. Click Done
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Follow These Easy Steps to Download into Quicken® 2006
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® 2006 for Windows® Software
  1. Launch Quicken® for Windows® software
  2. In the top menu bar, click Investing; then Online Investing Setup
  3. Select Create new Quicken® Account; click Next
  4. Enter Robert W. Baird & Co.; click Next
  5. Select Online; click Next
  6. Enter your Baird OnLine userID for Customer ID and your Baird OnLine Password for PIN; click Next

    1. Uncheck any unwanted accounts and add Account Name for each checked account; click Next, then click Done
    2. Once the Account has completed downloading, click Go to Account
    3. 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.)
    4. Click Done
    5. Within the Investment Center on the left side of the screen, click on any additional account(s) with a red flag
    6. 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.)
    7. Click Done
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Follow These Easy Steps to Download into Quicken® 2005
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® 2005 for Windows® Software
  1. Launch Quicken® for Windows® software
  2. In the top menu bar, click Investing; then Online Investing Setup
  3. Select Create new Quicken® Account; click Next
  4. Enter Robert W. Baird & Co.; click Next
  5. Select Standard Brokerage as the type of account to create; click Next
  6. Enter the name of the account; click Next
  7. Select Online; click Next
  8. Enter your Baird OnLine userID for Customer ID and your Baird OnLine Password for PIN; click Next

If the Baird OnLine household has one account, click Done

  1. Once the account has completed downloading, click Go to Account or Done
  2. 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.)

If the Baird OnLine household has multiple accounts, select one account; click Next

  1. Uncheck any unwanted accounts and add Account Name if desired; click Next
  2. Click Done
  3. Once the account has completed downloading, click Go to Account or Done
  4. 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.)
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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.
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©2008 Robert W. Baird & Co. Incorporated.
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member FINRA and SIPC.