360 Wealth

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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.


Close-up of Account Details navigation.
Close-up of 360 Overview sub-navigation. | Click image to enlarge.
  • 360 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.

    • AView your net worth across your Baird and linked accounts
    • BReview your asset allocation across all your accounts
    • CAnalyze your month-to-date spending
    • DView progress against your customized budget
    • EView your current month cash flow
    • FLink additional accounts
    Screenshot of 360 Overview page
    360 Overview | Click image to enlarge.
    Screenshot of 360 Overview page
    360 Overview | Click image to enlarge.
  • Accounts

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

    • AView your accounts by institution or account type
    • BRefresh your account values
    • CLink additional accounts
    • DAccess the Accounts Feature Tour
    • EView account settings, trends and positions by account
    Screenshot of Accounts page
    Click image to enlarge.
  • 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.

    • AManually add a transaction
    • BFilter and search for a specific transaction
    • CLink additional accounts
    • DExport your transactions
    • ESeach for a specific 'tagged' transaction
    Screenshot of Transactions page
    Click image to enlarge.
  • Expense/Income Analysis

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

    • AView your total expenses or income by month
    • BView a rolling six-month average of your expenses/income
    • CView your top expenses/income for the current month
    • DReview the transactions that make up a given month's income or expenses
    • EFilter which accounts to include in your view
    • FSelect the time period to filter your results
    Screenshot of Income page
    Income Analysis | Click image to enlarge.
    Screenshot of Expense drilldown
    Expense Analysis drilldown | Click image to enlarge.
  • Budget

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

    • ATrack your variable expenses
    • BMonitor your recurring bills
    • CView the current month's income and expenses
    • DReview your budget notifications
    Screenshot of Budget page.
    Click image to enlarge.
  • Net Cash Flow

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

    • AFilter by time period
    • BFeature Tour of the Net Cash Flow page
    • CPrint this page
    • DReview cash flow details
    Screenshot of Cash Flow page.
    Click image to enlarge.
  • 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.

    • AFilter by asset category
    • BDrill into the positions/holdings within a specific asset category
    • CFilter which accounts display within the Investments page
    • DLink additional accounts
    • EView a breakdown of positions by investment account
    Screenshot of Investments page.
    Click image to enlarge.
  • Net Worth

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

    • AFilter by accounts
    • BFilter by time period
    • CView a breakdown of your total assets and liabilities across all accounts
    • DAccess the Feature Tour for the Net Worth page
    • EReview a summary of your net worth for a given period of time
    Screenshot of Net Worth page.
    Click image to enlarge.