District Considers Transfer of Edwards Jones Depository Account

The Whitefish Bay School Board will consider approving the transfer of ownership of a depository account held with Edwards Jones to the district in anticipation of an upcoming donation. Following transfer, the funds would be moved into current district accounts and the Edwards Jones account would be closed.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

Whitefish Bay School District Regular Business Meeting Agenda April 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 Whitefish Bay School District?

Edwards Jones was awarded this financial services contract by Whitefish Bay School District, as recorded on April 5, 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 Whitefish Bay School District Regular Business Meeting Agenda April 2026 (Agenda), dated April 5, 2026 from Whitefish Bay School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Edwards Jones hold?

Edwards Jones 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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