Digital fingerprint on top of computer chip
Bookmark and Share

It Takes Two To Keep Your Information Safe

At Baird, keeping your confidential information secure is our No. 1 priority. Here are some of the steps we take to protect your data – plus some tips on how you can help.

How we Keep Your Information Secure

Technology. We use layered, industry‐leading defenses to protect our most critical systems and client data, including encryption and intrusion prevention systems.

Security procedures. We have policies in place to help reduce the risk of fraud. For example, we only verify confidential information in person or via Baird Online, our secure online portal – never by text or standard email.

Practices and security assessments. Baird conducts ongoing testing of our critical systems, including independent reviews conducted by outside security firms, to proactively find vulnerabilities.

Employee awareness and training. We require our employees to complete annual training on information security best practices and security procedures.

Third‐party risk management. Our Risk Management department conducts due diligence, monitors and maintains risk profiles for every third‐party organization we work with.

How You Can Help

Keep your software up‐to‐date. Install patches for your operating system, applications and web browsers as soon as they're released.

Use a reputable antivirus software. Antivirus software can help keep your computer from becoming infected with malware.

Think before you click. Don't click on links or attachments in unexpected emails or texts – they could be attempts to infect you with malware or harvest your information.

Secure your accounts. Use a long and unique easy‐to‐remember passphrase for each of your accounts. A password manager app can help you create and store strong passwords securely.

Take control of your digital footprint. Be mindful of the information you share online, whether it's for a financial transaction or social media.

To learn more about how you can stay safe and secure online, contact your Baird Financial Advisor or visit the Department of Homeland Security cybersecurity website.

Photo of Mike Schroeder

Letter from Mike

Baird is proud to support education with our "Kids Win!" grants.

Yellow paper airplane flying away from the white airplanes

Smart Moves for Year's End

Expiring tax provisions you can take advantage of, and five simple estate planning moves.

Multi-generational family sitting down for dinner

Get Your Estate Plans in Order

Five simple ways you can help protect your legacy this year.

Close-up of an American Dollar banknote and Chinese Yuan banknote

China in the Balance

What U.S. policy toward our fast-growing economic competitor might mean for the American investor.

Photo of Anita Volk

Doing Well by Doing Good

Building the next generation of Financial Advisors.