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.
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.
On the Accounts page, view all of your Baird and linked accounts in one single location.
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.
Within the spending section you can access a detailed view of either your income or expenses.
Build a custom budget that allows you to track your income and expenses across multiple spending and income categories.
Get an overview of your cash inflow, outflow and net transfers on the Net Cash Flow page.
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.
The Net Worth page gives you a summary of all your assets and liabilities for your Baird and linked accounts.