FINANCIAL_SERVICESRECOMMENDED

Merrill Lynch Selected for District Investments

Greenwood Lake UFSD plans to designate Merrill Lynch as an official depository or investment services provider for district funds during the 2026-2027 school year. This will enable the district to invest and manage funds through the firm.

Status
RECOMMENDED
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Merrill Lynch
Agency
Greenwood Lake Union Free School District · NY

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
2026-2027 school year
Renewal date
2027-06-30
Renewal
Annual designation for the 2026-2027 school year; continuation requires future Board authorization.
Document type
Agenda
Source document
Greenwood Lake Union Free School District Agenda Board of Education Annual Organizational Meeting 2026-07-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Greenwood Lake Union Free School District?

Merrill Lynch was awarded this financial services contract by Greenwood Lake Union Free School District, as recorded on July 1, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Greenwood Lake Union Free School District Agenda Board of Education Annual Organizational Meeting 2026-07-01 (Agenda), dated July 1, 2026 from Greenwood Lake Union Free School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Merrill Lynch hold?

Merrill Lynch 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 Greenwood Lake Union Free School District currently buying?

Explore Greenwood Lake Union Free School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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