Take the Headaches Out of Tax Season
How to make your life – and your CPA’s – go a little bit smoother as you prepare your returns during the coming tax season.
Cybersecurity at Baird
At Baird, we provide you a secure environment to manage your wealth. See below to learn how Baird protects your information, and how you can safeguard your account.
How Baird Safeguards Your Information
We have multiple layers of defense to protect against potential threats. Baird’s Cybersecurity and Fraud Protection Program includes:
Baird has also partnered with an industry-leading identity protection service to offer comprehensive fraud protection and identity restoration services to clients.
How We Will Contact You
Keeping our clients’ personal information secure is our top priority. We will only contact you through secure, authorized channels. In addition to our efforts, you play a vital role in protecting yourself against fraudsters who may try to trick you. These individuals attempt to gain access to your devices and personal data to commit fraud against you.
Baird will never initiate contact with you to:
- Ask for your password.
- Ask to transfer money or securities externally.
- Ask for sensitive information we already have on file.
- Send a one-time passcode (Except to protect you in circumstances where you initiated a request through technologies like Baird Online or DocuSign): If you receive a passcode that you have NOT requested, call our team.
If you receive calls or emails from someone claiming to represent Baird, and it feels suspicious or unusual, please do not engage. Immediately hang up and call our office directly, using the official number you have on record, to verify whether the call or email came from us.
How You Can Protect Your Baird Account
A Trusted Contact is an extra layer of security and helps us keep you and your accounts safe when our team is unable to reach you.
By designating a Trusted Contact, you are authorizing someone you personally trust to provide information that helps us connect with you. This does not allow them to make decisions regarding your account and we will not share information regarding your balances or investments.
Establishing a Trusted Contact is completely free and only takes a few minutes. Reach out to our team today to get started.
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