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A secure online service in Baird Online where you can view all of your finances in one place.

360 Wealth Video Overview 

A secure online service on Baird Online where you can view all your finances in one place. Link a variety of non-Baird accounts to give you a holistic view of your financial wellness, including:

  • Checking/Saving 

  • 401(k)

  • Credit/Debit Cards

  • Home/Real Estate

  • Assets/Liabilities

360 Wealth allows you to:

  • View a comprehensive Net Worth Statement

  • Track changes in your portfolio

  • Manage and view your current month budget, spending and cash flow

Learn more about 360 Wealth at the Baird Online Client Demo website.