Baird Online

Finance

Free · Designed for iPad

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

  • 4.8
    out of 5
    891 Ratings

Security updates, minor enhancements, and bug fixes.

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

The developer has not yet indicated which accessibility features this app supports. Learn More

  • Seller
    • Robert W. Baird & Co.
  • Size
    • 69.1 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 16.0 or later.
    • iPhone
      Requires iOS 16.0 or later.
    • iPad
      Requires iPadOS 16.0 or later.
    • Mac
      Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    English and 2 more
    • English, French, Spanish
  • Age Rating
    4+
  • Copyright
    • © 2025 Robert W. Baird & Co. Incorporated