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Baird Online is your secure, online portal where you can link, view and track all your financial accounts, providing you a complete picture of your net worth while managing your day-to-day finances and keeping you on track to meet your wealth management goals.


Your Plan. Our Priority. A sophisticated digital planning experience. The heart of a strong wealth management relationship lies in understanding every aspect of your situation, from your needs, wants and wishes to your complete financial picture. Seeing your finances in this comprehensive manner allows us to maximize the value of the advice and solutions we provide, and ultimately help you achieve what matters most.


Learn more about Baird Online at the Baird Online Client Demo website.


How Do I Register for Baird Online?


Enhanced Online Security

  • Enhanced Online Security adds a layer of security allowing Baird to better protect your assets and information.

  • It provides alternative methods of verifying your identity, in addition to your unique username and password, when unique situations arise.

  • In this event you are asked to take one final step to verify who you are. There are four options:

    • Answer security questions

    • Receive a one-time verification code delivered via text message

    • Receive an automated phone call

    • Speak directly with a Baird Online Service Desk Team member