Client Solutions Center

Smart Advice Client Focus®

Important Tax Information

Roth IRA Amendment

Download the 2019 amendment to the Washington Trust Wealth Management Roth IRA contract document.

Access The Roth IRA Amendment


IRA Amendment

Download the 2019 amendment to the Washington Trust Wealth Management Traditional IRA contract document.

Access the IRA Amendment


Tax Form Estimated Delivery Schedule

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.


Contact Us

We build advanced strategies focused on your financial goals.

Meet Our Team

Subscribe to Our eNewsletter
Loading

Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
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.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency