Additional Investor Services
 
 
Baird provides a wide range of resources and tools to serve and protect investors. 

Account Protection
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. These include the government-sponsored Security Investors Protection Corp., the Financial Industry Regulatory Authority, the New York Stock Exchange and the SEC. Baird clients are further protected by our own internal audit controls and the oversight of our external auditor, Grant Thornton.
 
VIP Resources
Baird’s Valued Investor Plan (VIP) lets you consolidate your financial assets into one easy-to-use account with check-writing privileges and access to insured deposit funds or money market funds. Upgrade to VIP Gold and to receive convenient features such as check and debit card access to your funds, online bill payment, an awards program, and other perks. Either way, you can be assured of the first-rate service for which Baird is known. A Baird Financial Advisor can work with you to choose the account that can help simplify your financial needs.
 
Money Market Rates
Baird offers interest-bearing deposit accounts maintained at either The PrivateBank or M&I Marshall & Ilsley 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.
 
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This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member FINRA and SIPC.