Charles Schwab to Support Brokerage Account Demonstration

San José’s Deferred Compensation Advisory Committee plans to receive a self-directed brokerage account overview and demonstration involving Charles Schwab. The agenda does not provide a contract amount or term.

Document date · September 16, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

City of San José Agenda Deferred Compensation Advisory Committee Meeting September 21, 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of San Jose?

Charles Schwab was awarded this financial services contract by City of San Jose, as recorded on September 16, 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 City of San José Agenda Deferred Compensation Advisory Committee Meeting September 21, 2026 (Agenda), dated September 16, 2026 from City of San Jose. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Charles Schwab hold?

Charles Schwab 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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