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.
|Important Client Tax-Reporting Notice
2018 IRA Required Minimum Distribution Reminder
|Notice to Select IRA Accounts - Distribution on Demand|
|2017 Baird Annual Disclosure Notice|
|Cash Sweep Program: Notice of Important Changes|