What is BairdOnline?
Baird Online is your secure, online portal where you can link, view and track all your financial accounts, providing you a complete picture of your net worth while managing your day-to-day finances and keeping you on track to meet your wealth management goals.
What is 360 Wealth?
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/Savings
- 401(k)
- Credit/Debit Cards
- Home/Real Estate
- Assets/Liabilities
- Checking/Savings
- View a comprehensive Net Worth Statement
- Track changes in your portfolio
- Manage and view your current month budget, spending and cash flow
Need help getting started? Give our team a call at 414-765-1450.