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360 Wealth on BairdOnline Thumbnail

360 Wealth on BairdOnline

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
    • View a comprehensive Net Worth Statement
  • Track changes in your portfolio
  • Manage and view your current month budget, spending and cash flow

Check out the 360 Wealth Demo Site to see it in action!

Start linking your accounts today!

Need help getting started?  Give our team a call at (513)758-8450 or contact us below. 

Contact