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