Help - Tax Documents

Account #
The eight-digit number assigned to your account.

Business Continuity Plan
This plan identifies the steps necessary for Baird to continue operating in any type of disaster.

Delayed
Quotes are delayed for approximately 20 minutes after posting to the NYSE, NASDAQ and AMEX exchanges.

Document Type
States the type of tax document listed here.

Financial Information
Provides Baird's latest Statement of Financial Condition report in PDF format.

Get Quote
Clicking on Get Quote will take you to the Quick Search screen. Enter the symbol assigned to the security to obtain market price information. If you currently own the security, you may find the symbol on the Positions page. Otherwise, check in Symbol Lookup to find the symbol.

Name
Name of the accounts to which you have access.

Real-Time
Access detailed stock quote information for companies listed on the NYSE, NASDAQ and AMEX, including current real-time price quote, open, change, high, low, EPS, volume, P/E ratio, and much more.

Search
Once you’ve selected your criteria, clicking this button starts your search.

Symbol
Enter the symbol assigned to the security and click on Get Quote. If you do not know the symbol, click on Symbol Lookup.

Symbol Lookup
Clicking on Symbol Lookup will take you to the Quick Search screen. Enter the security name and click on Continue to select from a list of security names.

Tax Year
The tax year of the document listed. Baird will make available tax documents for the most recent two years.

View Disclaimer
Click the View Disclaimer button to read and/or print your tax document disclaimer. You must have Adobe® Reader® to view.

View PDF
View and/or print the tax documents. Adobe® Reader® is required.  
Help Section