Account Resources

Key resources for current Baird clients, including tax information, contact information, and resources regarding our cash management program.

• 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.
• Lost or Stolen Debit Card

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

• Redeem Cash Back

  You can obtain your Program Account point balance and points earning and redemption activity by calling 888-792-7526, option 1. It may take one to two (1-2) weeks for some of your Qualifying Purchases to post to your Program Account. Some Qualifying Purchases may take longer to be posted. Learn more about Barid’s Cash Management Program.