Baird Online

Robert W. Baird & Co.

About this app

An extension of your trusted Advisor. Monitoring your wealth and tracking your financial plan has never been easier, with the features you value most in the palm of your hand.
 
• View Your Portfolio - including changes in value, and asset allocation
• Log In Securely And With Ease - with your fingerprint  or facial recognition
• Check-In On Your Net Worth -  and see all your finances in on view with 360 Wealth
• Review And Exchange Key Documents - including statements, confirmations, tax forms and more with our secure portal
• Stay In The Know - with expert insights from award-winning Baird research
• Connect With Your Baird Team - with your advisor's contact in

Ratings and reviews

The app was recently redesigned, and this new design earns a low review from me. The old version was clunky and outdated, but it was at least generally usable. The new version is basically completely unusable on a phone screen for most of the things one does during mobile banking, such as checking account activity. The new design of the app was terribly designed for mobile usage. The whole app basically requires "landscape" orientation to be usable, even on the large screen of my Galaxy s10+!

trash.... accessed my phone before loaded. checking my NEW phone security features. IT GOV PM for 33 years ... removed this app due to unauthorized access to my phone

Can't login, just buffers. Used to work fine up until about 2 months ago. Was told I should upgrade my phone for it to work. Ridiculously tone deaf response from a financial company.

What's new

We are continuing to roll out updates to the Baird Online Mobile app.

This update includes:

Secure Document Exchange
Supports larger file size uploads (up to 100 megabytes) and multiple file types.
Ability to download non-pdf files.
360 Wealth
Account groups & position filters are now stored for future use.
Bug fixes and performance improvements.