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

        **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 #)

        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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