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: By Overnight Delivery:
Baird Funds, Inc.
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee,Wisconsin 53201-0701
Baird Funds, Inc.
c/o U.S. Bancorp Fund Services, LLC
615 E. Michigan Street, 3rd Floor
Milwaukee, Wisconsin 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 Avenue 
Milwaukee,WI 53202

ABA#: 075000022
Account #: 112-952-137

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

 

 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 Purchase Subsequent Purchases
Investor Class $1,000 – Individual Retirement Accounts (Traditional/Roth) and Coverdell Education Savings Accounts $100
  $2,500 - All Other Accounts $100
Institutional Class $25,000 - All Account Types No Minimum
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