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  • The Baird Difference
    • Structured for Your Success
    • Financial Strength
    • The Baird Way
    • A Client-First Culture
    • Committed to Inclusion & Diversity
    • Putting the Best to Work for You
    • A Caring Community Partner
  • Individuals & Families
    • Private Wealth Management
    • Baird Trust
      • Baird Family Office
      • Baird Trust Portal
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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.

March 2022
  • IRA Distribution on Demand Letter
December 2021
  • Going Paperless
  • IRA Required Minimum Distribution Notice
September 2021
  • IRA Distribution on Demand Letter
  • Annual Disclosure Notice
June 2021
  • Get Started with 360 Wealth
  • SMA Advisory Program Changes
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If you have additional questions, please contact your Baird Financial Advisor.

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  • The Baird Difference
    • Structured for Your Success
    • Financial Strength
    • The Baird Way
    • A Client-First Culture
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    • Putting the Best to Work for You
    • A Caring Community Partner
  • Individuals & Families
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