Baird provides a wide range of resources and tools to serve and protect investors.
Baird believes our clients should have complete confidence in the safety of their securities and cash held at our firm. Our clients are protected by several internal and external safeguards. Clients can take reassurance in Baird’s historically strong financial position. In addition, the firm participates with several oversight organizations, insurers and bonding agencies. Baird clients are further protected by our own internal audit controls and the oversight of our external auditor, Grant Thornton.
Cash Management Program
Baird’s Cash Management Program provides convenience and simplicity by connecting your investment relationship and banking needs in one easy-to-use account. Some of the features offered through Cash Management include a cash balance investment cycle to keep your cash working for you when you don’t need it, debit card and check access to your cash, a robust award point program, online bill management and other perks. Your Baird Financial Advisor will work with you to develop and implement an investment plan to meet your goals, and you can monitor that plan, along with your day-to-day cash activity, on one consolidated statement.. Help simplify your life by putting Cash Management to work for you.
Money Market Rates
Baird offers interest-bearing deposit accounts maintained at either The PrivateBank or U.S. Bank National Association (U.S. Bank) for account cash balances. Clients with household account values of $250,000 or more may also establish taxable and tax-exempt money market mutual funds for their cash through Dreyfus. This page offers more information, including frequent rate updates and prospectuses.
Margin Account Loan Rates
Baird offers clients the opportunity to borrow money to finance the purchase of securities - also known as establishing a margin account. Access this page to view the interest rate applied to margin account loans, and for information on how the rate is calculated.