Baird Online 4+

Robert W. Baird & Co.

Designed for iPad

    • 4.6 • 294 Ratings
    • Free

Screenshots

Description

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

What’s New

Version 5.0.4825

Experience improvement to high impact screens.
Minor bug fixes.

Ratings and Reviews

4.6 out of 5
294 Ratings

294 Ratings

sagar.sangle16 ,

2024 seems to be better for Baird Online

I had been experiencing some issues in the app here and there. Since 2024 January feels like there were a lot of improvements done. Login and overall app experience looks much better. I liked my experience. It was smooth and up to the mark.

Walt7878 ,

Face ID needs to be fixed

The Face ID works great to open up the app, but when you close it, the app redoes the Face ID and opens the app up again - not able to just log out and have the app open again. Update - January, 2023 - Working great since the Face ID function has now been fixed!

bglake ,

Limited

Face ID is handy, and overview is easy to see, but trying to go deeper is a problem. Specifically, if I want to see checking account/activity/money (and this is exact what I’d like to check on frequently), I can only see a few transactions. I can refresh and maybe see more, but they literally disappear before my eyes, and before I can read them. Not worth keeping on my phone at present.

App Privacy

The developer, Robert W. Baird & Co., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Identifiers

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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