360 WEALTH

Access 360 Wealth to view your net worth and all of your financial accounts in a single location. You can also build a budget, analyze your income and expenses, review your cash flow and create customized rules for categorizing your transactions.

All Your Finances in One Place

360 Wealth

360 Wealth

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360 Wealth >
360 Wealth Overview

Once you've enrolled in 360 Wealth, you will be taken to the 360 Overview page where you will see a summary of your accounts, net worth as well as your current month spending, budget and cash flow.

A

View your net worth across your Baird and linked accounts

B

Review your asset allocation across all your accounts

C

Analyze your month-to-date spending

D

View progress against your customized budget

E

View your current month cash flow

F

Link additional accounts

Baird Online 360 Wealth Overview Screenshot Example
Baird Online 360 Wealth Screenshot Example Two
 

360 Wealth > Accounts

On the Accounts page, view all of your Baird and linked accounts in one single location.

A

View your accounts by institution or account type

B

Refresh your account values

C

Link additional accounts

D

Access the Accounts Feature Tour

E

View account settings, trends and positions by account

Baird Online 360 Wealth Accounts Screenshot Example
 

360 Wealth > Transactions

View a summary of all your transactions by account. The Transactions page allows you to enter manual transactions, set rules for future transactions and implement multiple filters to search for specific transactions.

A

Manually add a transaction

B

Filter and search for a specific transaction

C

Link additional accounts

D

Export your transactions

E

Search for a specific 'tagged' transaction

Baird Online 360 Wealth Transactions Screenshot Example
 

360 Wealth > Expense/
Income Analysis

Within the spending section you can access a detailed view of either your income or expenses.

A

View your total expenses or income by month

B

View a rolling six-month average of your expenses/income

C

View your top expenses/income for the current month

D

Review the transactions that make up a given month's income or expenses

E

Filter which accounts to include in your view

F

Select the time period to filter your results

Baird Online 360 Wealth Expense and Income Analysis Screenshot Example
Baird Online 360 Wealth Expense and Income Analysis Screenshot Example Two
 

360 Wealth > Budget

Build a custom budget that allows you to track your income and expenses across multiple spending and income categories.

A

Track your variable expenses

B

Monitor your recurring bills

C

View the current month's income and expenses

D

Review your budget notifications

Baird Online 360 Wealth Budget Screenshot Example
 

360 Wealth >
Net Cash Flow

Get an overview of your cash inflow, outflow and net transfers on the Net Cash Flow page.

A

Filter by time period

B

Feature Tour of the Net Cash Flow page

C

Print this page

D

Review cash flow details

Baird Online 360 Wealth net Cash Flow Screenshot Example
 

360 Wealth >
Investments

The Investments page provides you with a detailed view of your investment positions across both your Baird and linked accounts. Additionally, you can view asset allocation across all your investment accounts.

A

Filter by asset category

B

Drill into the positions/holdings within a specific asset category

C

Filter which accounts display within the Investments page

D

Link additional accounts

E

View a breakdown of positions by investment account

Baird Online 360 Wealth Investments Screenshot Example
 

360 Wealth >
Net Worth

The Net Worth page gives you a summary of all your assets and liabilities for your Baird and linked accounts.

A

Filter by accounts

B

Filter by time period

C

View a breakdown of your total assets and liabilities across all accounts

D

Access the Feature Tour for the Net Worth page

E

Review a summary of your net worth for a given period of time

Baird Online 360 Wealth Net Work Screenshot Example