FINANCIAL_SERVICESAPPROVED

Village of Kings Point Awards Financial Services Contract to Charles Schwab (July 2026)

The Board designated Charles Schwab as an Official Depository for Village funds with a maximum deposit limit of $5,000,000 under its Investment Policy. This designation was confirmed through resolutions #2026-127 and #2026-137.

Status
APPROVED
Document date
July 22, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Charles Schwab
Agency
Village of Kings Point · NY

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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Designation as Official Depository
Renewal
Remains an authorized depository under the Investment Policy until amended by future Board action.
Document type
Minutes
Source document
Village of Kings Point Minutes 2026th Meeting 2026-07-22

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Village of Kings Point?

Charles Schwab was awarded this financial services contract by Village of Kings Point, as recorded on July 22, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Village of Kings Point Minutes 2026th Meeting 2026-07-22 (Minutes), dated July 22, 2026 from Village of Kings Point. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Charles Schwab hold?

Charles Schwab may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Village of Kings Point currently buying?

Explore Village of Kings Point's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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