Baird Online Video Tutorials
Learn more about Baird Online!
Baird 360 Wealth CommercialCheck out all the reasons to start using Baird 360 Wealth- a secure tool that gives you a comprehensive view of your total wealth, all in one place – right on Baird Online. |
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Baird Secure Send Email EncryptionThis video is a quick tutorial, on how to register, change or update a password, open, and reply using Baird Secure Email Encryption. |
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Secure Document ExchangeA video tour of the Secure Document Exchange feature on Baird Online. This feature allows you to exchange documents between you and your Baird Financial Advisor securely, directly within Baird Online. |
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Online Transfer RequestsLearn about the Online Transfer Request feature on Baird Online. |
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Baird Online BasicsA video tour of Baird Online, how to access your account information, view account positions, learn where to find client documents, customize your login preferences, and access our help materials. |
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Register for Baird OnlineLearn how to quickly register for Baird Online in four easy steps. |
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Forgot your UserID & PasswordLearn how to quickly and electronically retrieve your Baird Online login information. |
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Portfolio at a GlanceThe Portfolio at a Glance feature provides a snapshot of your entire portfolio or a custom account group that you can create to view multiple accounts at once. |
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Positions ZoomView your portfolio positions and respective market data which helps you better understand your account composition and underlying position details. |
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PositionsView your account positions by an asset category level, custom view, or learn about a new feature to “zoom” into the fundamental details about your positions |
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ActivityYour account activity information will be available to view transactions, income, expenses, debit card activity, and more. This view provides an all-inclusive look at your account activity for up to a twelve-month transaction history. |
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eBill & AwardsLearn more about our full-service eBill Management and Cash Management Awards programs. |