BayBridge

Features BayBridge

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 [email protected] 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!