Investor Resources

Open a Baird Funds Account

To open a Baird Funds account, please follow the steps below or contact us (toll-free) at 866-442-2473 if you need assistance.

1. Read the current Fixed Income Funds Prospectus or Equity Funds Prospectus
   
   
2. Complete a Baird Funds Application
   Once you've determined what type of account is best for you, download and complete the appropriate account application.

• To add or change a beneficiary on an existing IRA account, please complete the Beneficiary Form.
• For IRA accounts, please read the Baird Funds IRA Disclosure prior to completion of the account application.
• To add or change a beneficial owner on an Institutional Account, please complete the Certification of Beneficial Owners Form.

**Please note that all checks must be in U.S. dollars drawn on a U.S. financial institution.  To prevent fraud, the Funds will not accept cash, money orders, third-party checks, traveler’s checks, credit card checks, starter checks or U.S. Treasury checks for purchases of shares.

If you prefer to invest by Federal Funds Wire, forward your application to Baird Funds at one of the addresses noted above.  Call (toll-free) 1-866-44BAIRD to obtain an account number.  Then, wire funds using the following information:

U.S. Bank, N.A.
777 E. Wisconsin Ave.
Milwaukee, WI 53202

ABA#:  075000022
Credit: U.S. Bancorp Fund Services, LLC
Account #:  112-952-137

Further Credit:
Baird Funds (Name of fund, share class, name/title on the account, account number)

Wired funds must be received prior to 3:00 pm Central Time to be eligible for same day pricing.  The Funds, the advisor and the transfer agent are not responsible for the consequences of delays resulting from the banking or Federal Reserve Wire system or from incomplete wiring instructions.

The minimum initial and subsequent investment amounts are shown below:

Add Funds to an Existing Account

By Phone

Purchases and redemptions by phone are only permitted if you previously established these options on your accounts. If you wish to add either of these options, please contact us (toll-free) at 866-442-2473 . 

By Mail

Fill out the investment stub from an account statement or indicate the Fund name and account number on your check. Make your check payable to “Baird Funds.” Forward the check and stub to the address below:

By Wire

Notify the Funds of an incoming wire by calling (toll-free) 1-866-44BAIRD. Use the following information to complete the wiring instructions:

U.S. Bank, N.A.
777 E. Wisconsin Ave. 
Milwaukee, WI 53202

ABA#: 075000022
Credit: U.S. Bancorp Fund Services, LLC
Account #: 112-952-137

Further Credit:
Baird Funds (Name of fund, share class, name/title on the account, account number)

Wired funds must be received prior to 3:00 pm Central Time to be eligible for same day pricing. The Funds, the advisor and the transfer agent are not responsible for the consequences of delays resulting from the banking or Federal Reserve Wire system or from incomplete wiring instructions. 

Subsequent investment amounts are $100 minimum for investor class and no minimum for institutional class.

Transfer IRAs or Retirement Accounts to Baird Funds

To transfer IRAs and other accounts to Baird Funds just follow the steps below. If you need assistance, contact a Baird Funds Investor Service Representative at (toll-free) 1-866-442-2473.

1. Read the current Baird Funds Prospectus and Baird Funds IRA Disclosure Form.
2. Complete a Baird Funds IRA Transfer Form.
3. If you are opening a new IRA account for the transfer, complete a Baird Funds IRA Application.
4. Return both forms to Baird Funds at either address below. Baird Funds will initiate the transfer from your current IRA Custodian.

To convert a Traditional IRA to a Roth IRA, please call (toll-free) 1-866-442-2473 for instructions. If you are moving qualified retirement proceeds into a Baird Funds IRA, please select the “Direct Rollover/Transfer” option in the Account Selection section of the application and also complete an IRA Transfer Form.