Trustees Address Reporting Issues With TD Wealth
Town of SunapeeCity · Sunapee, NH- Document date
- Oct 21, 2025
The 30-second brief
The Trustees of the Trust Funds discussed ongoing investment and custodial services provided by TD Wealth, addressing repeated errors in subaccount reporting. TD Wealth was asked to number subaccounts to help prevent future posting mistakes.
Td Wealth holds this financial services contract with Town of Sunapee. Its other public contracts on record include work for Greencastle-Antrim SD and Town of Kingsville.
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Contract details
- Contract type
- Financial Services
- Document date
- October 21, 2025
- Vendor
- Td Wealth
- Agency
- Town of Sunapee
- Source document
- Trustees of the Trust Funds Minutes October 2025 (Minutes)
Td Wealth's other public contracts
More Town of Sunapee contracts
Questions about this contract
Who was awarded the financial services contract by Town of Sunapee?
Td Wealth was awarded this financial services contract by Town of Sunapee, as recorded on October 21, 2025.
What type of contract is this?
This is a Financial Services contract, documented as a minutes record.
Where was this contract approved?
This contract appears in Trustees of the Trust Funds Minutes October 2025 (Minutes), dated October 21, 2025 from Town of Sunapee. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Td Wealth hold?
Td Wealth 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 Town of Sunapee currently buying?
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