# Baird Online > Financial planning and wealth monitoring tool with portfolio tracking and secure document access. (iPhone/iPad app by Robert W. Baird & Co..) - Source: https://appshunter.io/ios/app/baird-online/id777691707 (this page in markdown: same URL + `.md`) - Developer: [Robert W. Baird & Co.](https://appshunter.io/developer/777691710) - Category: Finance, Business - Price: Free - Rating: 4.80/5 from 1,191 App Store ratings · 76 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 71 MB - Languages: American English, French (France), European Spanish - Released: 2014-02-24 - Data updated: 2026-08-25 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/baird-online/id777691707/reviews.md ## What is Baird Online? 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 ## Key features - View portfolio and asset allocation - Secure login with biometrics - Track net worth - Review and exchange documents - Access expert research - Connect with advisor ## What do users think of Baird Online? Overall sentiment: neutral **Pros** - 👍 Easy to use - 👍 Intuitive app design - 🚀 Smooth performance - 💡 Useful mobile deposit feature - 👍 Improved app experience in 2024 **Cons** - 🐛 Blank screens and loading issues - 🐛 Bugs and crashes - 🐛 Compatibility problems with older devices - 🐛 Login and account access problems - 🔍 Limited functionality compared to website **Commonly reported bugs** - Blank screens and loading failures - Incompatibility with older iOS versions - Frequent crashes and stability issues - Problems accessing account information **Most requested features** - Add Face ID/Touch ID login - Improve portfolio tracking and analytics - Enhance watchlist and research features - Provide more detailed account information ## Recent user reviews (10 of 76) All indexed reviews: https://appshunter.io/ios/app/baird-online/id777691707/reviews.md ### 1/5 — Waste of time *2026-08-04* I feel this must be one of those amazing apps that walks on water and shines light all through the night However, I feel bad that I’m not smart enough to figure it out and to try to figure out what you were trying to serve me with? I guess that ### 5/5 — Love the Ap *2026-02-11, version 5.0.5921* Very easy to use! ### 5/5 — App works great! *2025-09-05* App is much improved over the old version. ### 1/5 — ALL I GET IS A BLANK SCREEN *2025-09-04, version 5.0.5640* Latest update shows nothing but a blank white screen on my iPad. Please fix this. ### 5/5 — Easy *2025-05-09* Surprised how easy to deposit a check! ### 1/5 — Numbers too large *2025-04-02* Latest update broke the app. Numbers are such a large font they don't fit the screen. Need to fix that. Need to fix the adaptive text feature. The numbers are way oversized. Roll that back until you can get that fixed please. ### 1/5 — Not good *2025-03-08* There’s been a problem with me being able to see my connected accounts so I cannot control any transfers in or out of my Baird account. It’s caused a lot of problems and it seems crazy that it’s been weeks and they haven’t been able to fix this. ### 1/5 — Won’t load activity *2025-01-24, version 5.0.5278* When trying to view recent activity, it won’t load. Only receiving “something went wrong” and has been like line for the week of Jan 20-24. ### 5/5 — Submit check yo deposit *2025-01-08, version 5.0.5278* Was easy. Even for me. ### 5/5 — Mobile deposit *2024-12-31* First time using mobile deposit. Love the auto capture feature. Awesome!! ## Frequently asked questions about Baird Online ### What does this app do? 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. ### What are the key features of this app? 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. ### Is this app free to use? Based on the provided information, the app is offered for free. There are no mentions of subscription fees, in-app purchases, or advertisements. ### Who is this app designed for? 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. ### How does the app help with financial planning? 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. ## Version history (last 5 releases) ### 5.0.6391 — 2026-08-19 Bug fixes and enhancements ### 5.0.6276 — 2026-06-22 Bug Fixes and Enhancements ### 5.0.6192 — 2026-04-21 Bug fixes ### 5.0.6173 — 2026-04-06 minor bug fixes and enhancements ### 5.0.5921 — 2026-01-13 Minor tablet enhancements and bug fixes. ## Apps similar to Baird Online | App | Rating | Price | Category | | --- | --- | --- | --- | | [Fidelity Investments](https://appshunter.io/ios/app/fidelity-investments/id348177453) | 4.8 (3,263,143) | Free | Finance | | [American Century Investments](https://appshunter.io/ios/app/american-century-investments/id1534020361) | 4.7 (15) | Free | Finance | | [Client Access](https://appshunter.io/ios/app/client-access/id583365721) | 4.0 (154) | Free | Finance | | [Altruist Client](https://appshunter.io/ios/app/altruist-client/id1498498855) | 4.8 (1,524) | Free | Finance | | [Capital Group PlanPremier401k](https://appshunter.io/ios/app/capital-group-planpremier401k/id1454273539) | 4.8 (11,151) | Free | Finance | | [Ameriprise Financial](https://appshunter.io/ios/app/ameriprise-financial/id437992173) | 4.9 (36,681) | Free | Finance | ## More apps by Robert W. Baird & Co. - [Baird Events](https://appshunter.io/ios/app/baird-events/id1226508278) All apps by Robert W. Baird & Co.: https://appshunter.io/developer/777691710 ## Related topics [baird online](https://appshunter.io/ios/topics/baird-online) · [baird](https://appshunter.io/ios/topics/baird) · [rw baird](https://appshunter.io/ios/topics/rw-baird) · [baird financial](https://appshunter.io/ios/topics/baird-financial) · [baird events](https://appshunter.io/ios/topics/baird-events) · [ceylon asset management](https://appshunter.io/ios/topics/ceylon-asset-management) · [flowrich finserve](https://appshunter.io/ios/topics/flowrich-finserve) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-25.*