myBridge helps you pursue, attain & preserve what matters most to you.
Pursue, Attain & Preserve what matters most to you. The myBridge app, powered by BayBridge Capital Group, provides professional planning and personalized investment solutions by CERTIFIED FINANCIAL PLANNER™ professionals along your journey to Financial Freedom.
*NOTE: You must be an authorized BayBridge Capital Group client to use this app.*
Email pwm@baybridgecg.com for access or to learn more about our services
TOP FEATURES
• See all of your resources in one place with powerful context
• Visualize your assets
• Keep track of account activity from multiple institutions
• Analyze performance net of cost and compare to indices
• One-click investment analysis
• Access statements and confirmations from custodians
• Review your Quarterly Report
• Download 1099s from multiple custodians
• Upload estate documents and instructions…just in case
• Download reports to understand risk, uncover fees, and anticipate taxes
• Stay up to date with market commentary and relevant content
• Access and review your updated financial plan
• Monitor performance and portfolio activity
• Contact your service team
• And more!
