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.

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

 


December 2017  
Important Client Tax-Reporting Notice

2018 IRA Required Minimum Distribution Reminder
(For IRA clients 70½ or older)