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4.7

600+ APP REVIEWS

What our clients are saying

App Store Review

“New app rocks! Super intuitive and modern.”

APP STORE REVIEW

“Great application to check on your account and everything else you would need. I love, and I can not understate this, love the bank linking feature.”

APP STORE REVIEW

“The app finally got the interface/account updates it has needed for a long time. Good job Baird!”

APP STORE REVIEW

“The deposit a check feature works great. Have used it three times now... All perfect! Thanks, Baird!”

APP STORE REVIEW

“First time using mobile deposit. Love the auto capture feature. Awesome!”

APP STORE REVIEW

“Biometrics login, access to 360 Wealth, and an overall much more modern experience brings the new app to 5 stars!”

APP STORE REVIEW

“Good software and a great company.”

APP STORE REVIEW

“Good app. Enjoy using it.”

APP STORE REVIEW

“Wonderful app!!!”

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APP STORE REVIEW

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APP STORE REVIEW

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APP STORE REVIEW

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APP STORE REVIEW

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APP STORE REVIEW

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APP STORE REVIEW

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APP STORE REVIEW

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APP STORE REVIEW

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APP STORE REVIEW

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Baird Online Dashboard

Your Financial Life,
Seamlessly Connected

A smarter more secure way to manage your wealth and stay connected with your Baird Financial Advisor team. Stay in control with powerful digital tools designed to help you plan, track, and achieve your financial goals with confidence.

Baird Online Dashboard
WELCOME

Get to know Baird Online

Baird Online is a secure digital platform that gives you a comprehensive view of your finances while staying connected with your advisor—allowing you to access accounts, track your financial plan, schedule meetings, exchange documents, and manage your wealth from any device.

Registration

Our Platform

Investments

Wealth Planning

360 Wealth

Investing Tools

Account Services

Documents

Baird Trust

Mobile App

Discover the powerful features of Baird Online

Wealth Planning

Achieve what matters most.

A powerful planning experience designed to help you plan, invest, and grow with confidence.

Wealth Planning Widgets
360 Wealth

A 360 view of all your finances

Link a variety of non-Baird accounts to give you a holistic view of your financial wellness.

360 Wealth Widgets
Investments

Access to your investments, anytime, anywhere

Investments is a section that allows you to view and navigate your portfolio balance information at the household level, review holdings or change in value, and check in on your performance.

Mobile & Desktop Investment Screens
Mobile App

Access to all your accounts and more in the palm of your hand

Monitoring your wealth and tracking your financial plan has never been easier with the Baird Online Mobile App.​

Mobile App Dashboard & My Portfolio
Mobile Transfers

Make a transfer on the go.

Providing you with an always available, intuitive, self-service transfer-in capability to quickly move money into your Baird account.

Make a Transfer
Transfer Activity
Add External Accounts
Notification & Updates
Mobile Transfers Screens
Check Deposits

Deposit checks easily with the Baird Online Mobile App.

This five step process empowers you the ability to submit check deposit images digitally, using the Baird Online Mobile App. Get started today by depositing checks using the demo walkthrough.

Make a Deposit
Deposit Activity
Notifications & Updates
Capture Check Image Screen
Security & biometrics

Top of mind security

Enhanced online security adds a layer of protection, allowing Baird to better protect your sensitive information.

Baird Online Security Graphic

Explore all the features of Baird Online

With over 30 features, Baird Online keeps you digitally connected always.

Watch the video

A Guided Tour of Baird Online

See how Baird Online works with this 2-minute walk-through video.

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