3.7
127 reviews
10K+
Downloads
Content rating
Everyone
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About this app

An extension of your trusted Advisor. Monitoring your wealth and tracking your financial plan has never been easier, with the features you value most in the palm of your hand.
 
• View Your Portfolio - including changes in value, and asset allocation
• Log In Securely And With Ease - with your fingerprint  or facial recognition
• Check-In On Your Net Worth -  and see all your finances in on view with 360 Wealth
• Review And Exchange Key Documents - including 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 - with your advisor's contact in
Updated on
Feb 27, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Photos and videos and 2 others
Data is encrypted in transit
Data can’t be deleted

Ratings and reviews

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