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Important Tax Information
Download the 2019 amendment to the Washington Trust Wealth Management Roth IRA contract document.
Access The Roth IRA Amendment
Download the 2019 amendment to the Washington Trust Wealth Management Traditional IRA contract document.
Access the IRA Amendment
This document provides our best estimate of when you will receive tax information related to your Washington Trust Wealth Management accounts.
Access Delivery Schedule
If you have any questions about these tax documents, contact Kimberly I. McCarthy, Esq., Vice President, Chief Wealth Management Tax & Benefits Officer at (401) 654-4815.
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Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.
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