Client Services & Online Resources

As your financial partner, Baird wants to ensure you have the access you need to make informed decisions and feel comfortable about your future. The information below can help you access your Baird account, get up-to-the-minute market information, contact a Baird representative and more.

• Online Account Access
  • Access your existing Baird Online account or create a new Baird Online account.
  • For technical assistance or questions regarding your Baird Online account, call us toll-free 888-212-8843, Monday – Friday, 7:00 a.m. – 6:00 p.m. (CT).
  • Contact us for assistance in importing your Baird statement into Quicken.
  • Download the Baird Online app.
• Contact/Mailing Address

  Form processing and historical documentation requests should be addressed to:

  Robert W. Baird & Co. 
  P.O. Box 672 
  Milwaukee, WI 53201

  Locate the Baird office nearest you.

• Tax Information
  • Please visit the Tax Information Center for information regarding your Baird tax statements.
  • For assistance importing your Baird tax statement into Turbo Tax.
  • For assistance or questions regarding your Baird 1099 tax statements, call us at 888-RWB-1099 (888-792-1099).
  • Download tax statements into a .CSV file.
  • Download the Tax Facts Flyer: 2022 | 2021
• Lost or Stolen Debit Card

  To report a lost or stolen debit card, request concierge services, inquire about award points and more, contact a Cash Management Service Representative toll-free at 800-382-4369 (610-382-8227 outside the United States).

• Redeem Award Points

  Baird’s Cash Management program offers a robust awards points program that rewards you for spending and saving. You may redeem points by:

  1. Logging in to your Baird Online account, selecting “Account Information” and then the “Awards” link. Clicking on any linked account will take you to our online award website.

  2. Calling 888-792-7526, Option 3 (from 8:00 a.m. – 7:00 p.m. CT, seven days/week).
     
     NOTE: Anyone with access to your Baird OnLine account will have the ability to redeem earned points. Neither Baird nor ALGassumes any responsibility for any redemption of points with respect to your account and does not verify the identity of theperson redeeming points for your account. To prevent unauthorized redemptions, it is important for you to protect your Baird Online access information.

  Learn more about our Cash Management program, or your Cash Management Awards points.