CONTRACTPENDING

Charles Schwab Brokerage Platform Included in Plan

City of Cape Coral logoCity of Cape Coral
Document date
Nov 10, 2026

The 30-second brief

What it covers

The Cape Coral Charter School Authority is considering access to Charles Schwab brokerage accounts through the proposed Voya self-directed brokerage arrangement. Schwab would provide the brokerage account platform under a separate sponsor agreement.

Who holds it

Charles Schwab & Company Inc holds this financial services contract with City of Cape Coral. Its other public contracts on record include work for City of Davison and Travis County.

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Contract details

Contract type
Financial Services
Document date
November 10, 2026
Source document
Cape Coral Charter School Authority AgendaPacket Regular Meeting November 10, 2026 (AgendaPacket)

Charles Schwab & Company Inc's other public contracts

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Questions about this contract

Who was awarded the financial services contract by City of Cape Coral?

Charles Schwab & Company Inc was awarded this financial services contract by City of Cape Coral, as recorded on November 10, 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 Cape Coral Charter School Authority AgendaPacket Regular Meeting November 10, 2026 (AgendaPacket), dated November 10, 2026 from City of Cape Coral. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Charles Schwab & Company Inc hold?

Charles Schwab & Company Inc 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 City of Cape Coral currently buying?

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