Account and Product Disclosures
for Responsible Plan Fiduciaries of Qualified Plans
The following documents are integral to the “Guide to Services and Compensation” disclosure you have received for your qualified plan. You are urged to review these documents carefully.
Use links to access documents.
Additional Information about Third Party ManagersBaird Cash Sweep Program DisclosuresBaird and Chautauqua Funds Transaction Fee and Expense InformationCertificate of Deposit DisclosureCommission Schedule (Equity Securities and ETFs)Electronic Funds Transfer Services and Cash Management Program Debit CardImportant Information about your Annuity InvestmentImportant Information about Hedge Funds and Funds of Hedge FundsImportant Information about Managed FuturesImportant Information about your Mutual Fund InvestmentImportant Information about Structured ProductsSchedule of Fees and Service ChargesShare Class Compensation