Meet the New Baird Online

New Design and Enhanced Features Provide Account Access the Way You Want It

December 2015

Technology has come a long way since Baird first rolled out online account access for our Private Wealth Management clients. And the recent overhaul of our Baird Online user interface was designed to take full advantage.

In addition to a cleaner look and more intuitive navigation, new and enhanced features include:

Account Grouping

Account Grouping




New Portfolio At a Glance and Positions Zoom pages that allow you to view your positions in easy-to-read interactive formats

Portfolio at a Glance



More robust investing tools




Upgraded eBill Interface and Functionality




Options to Export to Excel


The new Baird Online is live now and additional enhancements – including an app for tablets – will roll out in 2016. If you already have a Baird Online account, you can start exploring the new design and features here. If you aren’t yet a Baird Online user, take a minute to view the demo and then talk to your Baird Financial Advisor about how to sign up.