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.

December 2018  
 MGIS Clients, Welcome to Baird
 Baird Celebrates a Century of Strong Financial Partnerships
Important Client Tax-Reporting Notice

2019 IRA Required Minimum Distribution Reminder
(For IRA clients 70½ or older)

 


September 2018  

Baird Online – 360 Wealth

Notice to Select IRA Accounts – Distribution on Demand

 

 

June 2018  
2018 Baird Annual Disclosure Notice

Baird Online – 360 Wealth

 


March 2018  

Notice to Select IRA Accounts – Distribution on Demand

FORTUNE Recognition - 2018