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.
|2017 Baird Annual Disclosure Notice|
|Cash Sweep Program: Notice of Important Changes|
|Important Client Tax-Reporting Notice
2017 IRA Required Minimum Distribution Reminder
|Notice to Select IRA Accounts - Distributions on Demand|