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Client Services and Online Resources

Baird Online Access

 Access your existing Baird Online account or create a new Baird Online account.

For technical assistance or questions regarding your Baird Online account, please call us toll-free at 888-212-8843, Monday - Friday, 7:00 a.m. - 6:00 p.m.(CT).

Contact us for assistance in importing your Baird Statement into Quicken.

Download the Baird online app.

360 Wealth and Baird Online

360 Wealth and Baird Online

360 Wealth is a new secure online feature in Baird Online where you can view your net worth and all of your financial accounts in a single location. You can also build a budget, analyze your income and expenses, review your cash flow and create customized rules for categorizing your transactions. No more logging into multiple financial websites to get a handle on your finances- simply add your existing financial accounts (non-Baird) to 360 Wealth and right away you'll be able to see a real-time snapshot of your net worth. Click on the button below for more information on how to get started!