As a new Baird client, you may have questions about how to access your accounts and related information online. We’ve created this page to serve as your central resource for information to help ensure your experience is as seamless as possible.

Accessing Your Old HT Account Information

Hefren-Tillotson Online (NetXInvestor) will remain available to previously registered users in a read-only format until May 31, 2023. You will be able to access documents only until that time.

Additionally, your tax documents reporting 2022 activity on old Hefren-Tillotson accounts will be sent from “Pershing” (Hefren-Tillotson’s old clearing house) and posted to the site when they are available. Tax documents will also be sent in the mail to all applicable clients. Please remember that you may receive two sets of tax documents for the 2022 tax year, including one from Pershing and one from Baird.

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Access Documents and Transactional History
Not Enrolled in Baird Online?

Accessing Your Baird Account Information

Baird Online is a secure, online portal providing you with anytime, anywhere access to all your Baird account information from any device.

Baird Online Login

Our technology makes it easy for you to monitor your accounts and, with 360 Wealth, keep an eye on your complete financial picture.

Learn more about Baird Online or download the app today using the links below:

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Mark Your Calendar!

Download this flyer for a timeline of important events and to-dos in your transition.

Important Dates: Hefren-Tillotson Transition to Baird