FINANCIAL_SERVICESAPPROVED

Jefferson-Lewis-Hamilton-Herkimer-Oneida Boces Awards Financial Services Contract to Rbc Wealth Management (July 2026)

The BOCES board authorized RBC Wealth Management as an alternative depository for reserve and investment accounts for the 2026-2027 school year. The firm may manage investment holdings as required.

Status
APPROVED
Document date
July 20, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Rbc Wealth Management
Agency
Jefferson-Lewis-Hamilton-Herkimer-Oneida Boces · NY

Trusted by teams at

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
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 authorization as alternative depository/investment provider for the school year.
Document type
Agenda
Source document
Jefferson-Lewis-Hamilton-Herkimer-Oneida BOCES Agenda Reorganizational Meeting 2026-07-20

Related contracts

Other contracts from Rbc Wealth Management.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Jefferson-Lewis-Hamilton-Herkimer-Oneida Boces?

Rbc Wealth Management was awarded this financial services contract by Jefferson-Lewis-Hamilton-Herkimer-Oneida Boces, as recorded on July 20, 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 Jefferson-Lewis-Hamilton-Herkimer-Oneida BOCES Agenda Reorganizational Meeting 2026-07-20 (Agenda), dated July 20, 2026 from Jefferson-Lewis-Hamilton-Herkimer-Oneida Boces. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Rbc Wealth Management hold?

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

View Rbc Wealth Management's profile

What is Jefferson-Lewis-Hamilton-Herkimer-Oneida Boces currently buying?

Explore Jefferson-Lewis-Hamilton-Herkimer-Oneida Boces's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Jefferson-Lewis-Hamilton-Herkimer-Oneida Boces's profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free