FINANCIAL_SERVICESDISCUSSED

Board Considers Moving Fidelity Account

The board will consider moving the school’s Fidelity brokerage account to another brokerage firm. The agenda names Charles Schwab and Vanguard as possible alternatives, but no decision is recorded.

Document date · August 18, 2026

Track Heritage Classical Academy School contracts

Get alerts when new contracts are awarded or existing ones approach renewal at Heritage Classical Academy School.

Get started free

Create a free account · no credit card

Trusted by teams at

Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Agenda
Source document
Heritage Classical Academy Board of Directors Meeting Agenda 2026-08-18

Related contracts

Other contracts from FIDELITY.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Heritage Classical Academy School?

FIDELITY was awarded this financial services contract by Heritage Classical Academy School, as recorded on August 18, 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 Heritage Classical Academy Board of Directors Meeting Agenda 2026-08-18 (Agenda), dated August 18, 2026 from Heritage Classical Academy School. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does FIDELITY hold?

FIDELITY 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 FIDELITY's profile

What is Heritage Classical Academy School currently buying?

Explore Heritage Classical Academy School's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Heritage Classical Academy School's profile