Baird Client Notices

Important notices pertaining to your account are often enclosed with your client statement. These notices are also available electronically and can be found below.

If you have any questions concerning these notices, please contact your Baird Financial Advisor.

June 2017  
2017 Baird Annual Disclosure Notice
Cash Sweep Program: Notice of Important Changes  

March 2017  

Notice to Select IRA Accounts – Distribution on Demand

FORTUNE Recognition - 2017



December 2016  
Important Client Tax-Reporting Notice

2017 IRA Required Minimum Distribution Reminder
(For IRA clients 70½ or older)



September 2016  
Notice to Select IRA Accounts - Distributions on Demand