Roseville Office

1400 Rocky Ridge Drive

Suite 250
Roseville, CA 95661
Money Read Time: 1 min

What to Expect from Baird’s Mobile App

Monitoring your wealth and tracking your financial plan has never been easier with the completely redesigned Baird Online Mobile app. Download the app today to:

  • View Your Portfolio including changes in value, and asset allocation
  • Log In Securely and With Ease with your fingerprint or facial recognition
  • Know Your Net Worth and see all your finances in one view with 360 Wealth
  • Review and Exchange Key Documents including client statements, confirmations, tax forms and more with our secure portal
  • Stay In the Know with expert insights from award-winning Baird research
  • Connect with Your Baird Team including changes in value, and asset allocation

Download the app from the Apple App Store or Google Play Store.

360 Wealth

360 Wealth provides a summary of all your financial accounts – banking, investments, loans, insurance and more – to give you a true 360 degree view of your finances.

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

Once you have linked all your accounts, you can also build a budget, analyze your month-to-date spending and view your current month cash flow – all from your mobile phone.

The information reflected on this page are Baird expert opinions today and are subject to change. The information provided here has not taken into consideration the investment goals or needs of any specific investor and investors should not make any investment decisions based solely on this information. Past performance is not a guarantee of future results. All investments have some level of risk, and investors have different time horizons, goals and risk tolerances, so speak to your Baird Financial Advisor before taking action.

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