Invest With Us

OPEN AN ACCOUNT

To open a Baird Funds account, please complete the following steps:

  1. Read the current Baird 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.

    Baird Bond FundsBaird Equity Funds
    Individual Account Application
    (Individual, Joint, UTMA, UGMA)
    Institutional Account Application
    (Trust, Corporate, Partnership)
    IRA Application
    (Traditional or Roth IRA)
  3. Return your completed account application with your investment check made payable to “Baird Funds” to:

    By Mail:
    Baird Funds, Inc.
    c/o U.S. Bancorp Fund Services, LLC
    P.O. Box 701
    Milwaukee, WI 53201-0701
    By Overnight Delivery:
    Baird Funds, Inc.
    c/o U.S. Bancorp Fund Services, LLC
    615 E. Michigan St., Third Floor
    Milwaukee, WI 53202-5207


    **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
    Account #:  112-952-137

    Further Credit:
    (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:

    Initial PurchaseSubsequent Purchases
    Institutional Class All Account Types
    $25,000 No Minimum
    Investor Class Individual Retirement Accounts 
    $1,000 $100
    All Other Accounts
    $2,500 $100
ADD FUNDS TO AN EXISTING ACCOUNT

To 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 1-866-44BAIRD. 

By Check

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 Mail:
Baird Funds, Inc.
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
By Overnight Delivery:
Baird Funds, Inc.
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan St., Third Floor
Milwaukee, WI 53202-5207

 

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
Account #: 112-952-137

Further Credit:
(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 for investor class and no minimum for institutional class.

TRANSFER IRAS AND OTHER ACCOUNTS

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) 1-866-44BAIRD.

  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 Fixed Income or Equity 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.

    By Mail:
    Baird Funds, Inc.
    c/o U.S. Bancorp Fund Services, LLC
    P.O. Box 701
    Milwaukee, WI 53201-0701
    By Overnight Delivery:
    Baird Funds, Inc.
    c/o U.S. Bancorp Fund Services, LLC
    615 E. Michigan St., Third Floor
    Milwaukee, WI 53202-5207

To convert a Traditional IRA to a Roth IRA, please call (toll-free) 1-866-44BAIRD 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.