ACCOUNT DETAILS

The Account Details section gives you easy navigation to view your portfolio's positions, create custom views, easily search your account activity and more!

Account Details > Positions

View your account positions on the Positions screen. 

A

Use the Asset View tab to view your positions based on asset class

B

Create a custom view using different columns

C

Click the green dropdown and “zoom” directly into your position fundamentals and other useful details via modal

D

Change your view to filter by select asset types

Baird Online Positions Screenshot Example
Baird Online Positions Screenshot three
Baird Online Positions Screenshot Example one
 

Account Details > Positions Zoom

A combination display of market and portfolio data helps you better understand your account composition and underlying position details.

A

View list of positions associated with the selected accounts

B

Access specific position information including current value, cost and unrealized gain/loss

C

View detailed quote information and price history

Baird Online Positions Zoom Screenshot Example
 

Account Details > Activity

View activity information including 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.

A

Create a custom view using different columns

B

Select specific transaction types to display

C

Filter to view twelve months' worth of account activity at a time

D

Adjust your view to review specific activity types associated with the services or positions entitled on your account

E

Search for a specific activity type

F

Click on the green dropdown to view an image of an issued check

Baird Online Activity Screenshot Example
 

Account Details > Balances

The Balances page will give the user a summary of the balances in all of their Baird accounts. The page also provides additional information on Cash, and Cash Equivalents, within the accounts, as well as access to view Margin Buying Power.

A

Margin Buying Power is the dollar amount of additional marginable securities that can be purchased in without bringing additional funds to the account

B

Equity percentage in the customer's margin account

C

If a margin account has a debit balance, the debit amount will be displayed next to the total market value

D

Direct link to your Account Activities within Baird Online

Baird Online Balances Screenshot Example
 

Account Details > Order Status

Check on the status of executed, open or canceled orders in your account.

A

Use the menu to select different accounts

B

An executed order is a completed request to buy or sell a specific amount of a security

C

An open order is an order to buy or sell a specific security that has not yet been executed

D

Canceled/expired orders are no longer valid

Baird Online Order Status Screenshot Example
 

Account Details >
Unrealized Gain/Loss

View comparisons of the current market value and the cost of security positions in your account on the Unrealized Gain/Loss screen.

A

Create a custom view using different columns

B

Utilize the menus to select different accounts, asset types, term of holding or current/previous year

C

Click to view an at-a-glance synopsis of short-term and long-term gains and losses for the year

D

Scroll through your realized gain/loss data by selecting the appropriate pages

Baird Online Unrealized Gain and Loss Screenshot Example
Baird Online Realized Gain and Loss Screenshot Example
 

Account Details >
Gain/Loss

View current and previous year realized gain/loss information.

A

Create a custom view using different columns

B

Utilize the menus to select different accounts, asset types, term of holding or current/previous year

C

Click to view an at-a-glance synopsis of short-term and long-term gains and losses for the year

D

Scroll through your realized gain/loss data by selecting the pages

Baird Online Realized Gain and Loss Screenshot
 

Account Details >
Cash Flow

View projected income and maturity information based on your holdings over the current month and following twelve-month period on the Cash Flow screen.

A

Utilize the menu to select different accounts

B

View estimated income categorized by interest earned, dividends received and maturing securities

C

Information provided is an estimated rolling twelve-month total by account

Baird Online Cash Flow Screenshot Example