Town of Essex Board of Finance Minutes 2026-06-23
Town Renews Banking Authority with Charles Schwab
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Description
The Board of Finance approved Charles Schwab as an authorized depository and investment institution for Town General Fund monies for fiscal year 2026-2027. The Treasurer may place funds in eligible accounts and instruments at this firm under the annual banking resolution.
Contract Details
Vendor
CHARLES SCHWAB
Agency
Town of Essex, CT
Contract Type
FINANCIAL_SERVICES
Document Date
June 23, 2026
Contract Term
Fiscal Year 2026-2027
Renewal Date
2027-06-30
Renewal Info
Designation as an approved depository and investment institution applies for FY 2026-2027 under the annual banking resolution and would need reauthorization in future fiscal years.
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