FINANCIAL_SERVICESAMENDED

Advisor of Record With Fidelity Changed to LPL

The Orange County Water District Board will direct that the advisor of record on its retirement plans held with Fidelity Investments be changed from Wells Fargo Advisors to LPL Financial. Fidelity remains the plan platform while advisory responsibility transitions to LPL.

Status
AMENDED
Document date
August 3, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Fidelity Investments
Agency
Orange County Water District · CA

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Veritone logo
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Derivita logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Existing arrangements with Fidelity Investments are modified only to update the advisor of record to LPL Financial; overall custodial agreement appears to continue.
Document type
AgendaPacket
Source document
Orange County Water District AgendaPacket 2026-08-05

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Orange County Water District?

Fidelity Investments was awarded this financial services contract by Orange County Water District, as recorded on August 3, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Orange County Water District AgendaPacket 2026-08-05 (AgendaPacket), dated August 3, 2026 from Orange County Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fidelity Investments hold?

Fidelity Investments 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 Orange County Water District currently buying?

Explore Orange County Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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