![]() Type your Baird Online User ID and password click Connect.For account type, select “Brokerage” under the “Investing & Retirement” section. ![]() In the top menu bar, File drop down select “New Quicken File”, Select “New Quicken Account” radio button select OK.Set Up and Download Data to an Account Using Quicken ® for Windows Software If you have any trouble after downloading, you will need to contact Quicken ® for assistance.įollow These Easy Steps to Download into Quicken ® If you do not find the answer you are looking for, contact Intuit ®, the company that supports Quicken ®.īaird can only assist you with the technical download. Should you have any questions or run into any difficulties, you may find your answers on the frequently asked questions tab on this page. Quicken ® software for Microsoft ® Windows ® or Mac.Thes steps provide details on how to download your Baird account information into Quicken.
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