Mobile >
Registration
The Baird Online Mobile App registration process asks a few questions that allow us to connect your account and information safely and securely. By providing this information, you consent to Mobile App user for this purpose.
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Note: The information you provide needs to match what Baird has on file for you.
Mobile >
Login & Biometrics
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User ID and Password
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Biometrics (Face/Touch) Authentication
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Forgot User ID - Two Factor Authentication Required
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Forgot Password - Two Factor Authentication Required
Mobile >
Home Screen
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Probability of Success and Goals
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Portfolio Summary
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Net Worth
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Updates
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The Updates section is positioned to provide clients with contextual information
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Marketing Content: Baird Digest Overview, Baird Wealth Insights, Weekly Marketing Summary
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New App Features
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Maintenance Notifications
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Secure Documents: provides notification when a new document has been uploaded by the client or advisor
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Financial Plan: notifies clients when a plan or plan update has been added
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Email Address Change: client changed email address; specific to BOL
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Phone Number Change: client changed phone number
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Missing Information: provide phone number or email address
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Any new updates are in green and previously shown updates are in black
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Quick Actions
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Initiate camera to scan a document and upload to secure Document Exchange for advisor
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Access Baird 360 Wealth account setup
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Access Paperless Preferences
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Access Research - Documents Manager
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Mobile >
My Baird Portfolio
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​​​​​​Portfolio Graph
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Adjust timeframe 1 month, 3 months, 6 months (default), 1 year, all time
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Total Cash / Cash Equivalents
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Security Value
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Total Portfolio Value
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Accounts & Groups
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My Accounts and groups
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Add and Edit Groups
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Add, Edit and Delete Groups
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Sorting
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Date, Name, Gain/Loss
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Portfolio Positions
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Positions by Category (pie chart)
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Displays static pie chart representing % assets allocated within corresponding asset category (default view)
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Positions Allocation by Class
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Displays static pie chart representing % assets allocated within corresponding asset class
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Asset Allocation by Class​​​​​​​
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Other
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Portfolio Value Card
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Portfolio Historical Graph
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Portfolio Historical Graph Details
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All Positions
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Portfolio Performance
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Portfolio Activity
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Mobile >
360 Wealth
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Net Worth
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Graph
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As of Date
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Assets / Liabilities
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Total Holdings
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Cash/Equivalent
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Total Investments
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Total Investments
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Income & Expenses
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All Accounts
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Investment Allocation
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Activity
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Unenrolled
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Register / Add Account
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Mobile >
Planning
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Life Change / Without Plan
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Goals
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Goal Success Probability
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Goal Timeline
Mobile >
Research
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Overview
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Access in-context help
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Search
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Search by symbol across Market Research and Baird Research
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Markets
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Market Exchanges & Indices
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View list of exchanges and indices
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Market Diaries
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Sector Performance
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Watchlist
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Baird Research
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Filter search results by Sector, Rating, Analyst, Suitability
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Sort by: Date, Symbol and Headline, Sector, Rating or Suit
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Mobile >
More
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Statements & Documents
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Secure Documents, Statements, Confirms, Client Communication, Performance Reports, Check Images, Tax Documents, Financial Plans, My Uploaded Document
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Paperless Preferences
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Benefits
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Go Paperless for all Accounts
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Settings
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Account Profile
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Personal Information
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Friendly Name
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Email
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Mobile Phone
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Mailing Address
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Alerts & Notifications
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Account Nicknames
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Security & Sign In Preferences
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User ID
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Password
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Biometrics
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Policies & Information
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Sign Out
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Access your Baird advisor information at any time to call, map to branch, or share documents!​
Download the App Now!
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Using your mobile device, scan the QR code from your Baird Advisor, or start by navigating to the app store app on your mobile device
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Search 'Baird Online'
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​​​​Select the download icon
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When the download has completed select 'Open'
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If you have already registered for Baird Online, select 'Existing User, Sign In Now'
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If you have not registered, select 'I have at least one Account with Baird'
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