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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
  • Internet connection – Broadband
  • Full system requirements

Downloading instructions

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® 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 Tools; 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 User ID 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 User ID, 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 User ID 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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Follow These Easy Steps to Download into Quicken® 2014

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® 2014 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 User ID 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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Follow These Easy Steps to Download into Quicken® for Mac 2015

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® 2015 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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