Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.
Summarized from real user reviews of Baird Online. Based on 1.1K reviews and a 4.8/5 average, it highlights the 5 positives and 5 negatives reviewers mention most about this Finance app.
5.0.6276
June 22, 2026
Bug Fixes and Enhancements
4 issues
Blank screens and loading failures
Incompatibility with older iOS versions
4 requests
Add Face ID/Touch ID login
Improve portfolio tracking and analytics
This app allows you to monitor your wealth and track your financial plan. You can view your investment portfolio, check your net worth, and securely access important financial documents like statements and tax forms.
Key features include viewing your portfolio with changes in value and asset allocation, secure login using fingerprint or facial recognition, checking your net worth, reviewing and exchanging key documents, accessing expert research, and connecting with your financial advisor.
Based on the provided information, the app is offered for free. There are no mentions of subscription fees, in-app purchases, or advertisements.
This app is designed for individuals who want an easy way to monitor their wealth and financial plan. It's particularly useful for those who work with a financial advisor and need convenient access to their portfolio and financial documents.
The app facilitates financial planning by providing a clear overview of your portfolio and net worth. You can track changes, review asset allocation, and access expert insights to stay informed about your financial progress and market trends.
