Defiance Schools Opens Investment Account With Touchstone

Defiance City Schools is entering into a new institutional investment account relationship with Touchstone Wealth Partners and associated Wells Fargo entities, using an H-DVP structure. The agreement package sets out brokerage and advisory terms, cash sweep, margin, and order handling conditions contingent on timely execution of the client documents.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Ongoing brokerage and advisory relationship governed by Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services client agreement; continues until terminated by either party under the agreement terms.

Document type

Agreement

Source document

Defiance City Schools Agreement Account Opening Documents 2026-05-07

Related contracts

Other contracts from Touchstone Wealth Partners.

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NLSD Financial Report June 2026 Board Report Narrative 2026-06-01

ONGOING

Northwood Local Schools, OhioJun 1, 2026

Defiance City Schools Board of Education Agenda May 2026

APPROVED

Defiance City Schools, OhioMay 13, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Defiance City Schools?

Touchstone Wealth Partners was awarded this financial services contract by Defiance City Schools, as recorded on May 7, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Defiance City Schools Agreement Account Opening Documents 2026-05-07 (Agreement), dated May 7, 2026 from Defiance City Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Touchstone Wealth Partners hold?

Touchstone Wealth Partners 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 Touchstone Wealth Partners's profile

What is Defiance City Schools currently buying?

Explore Defiance City Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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