Town of Essex Awards Financial Services Contract to Charles Schwab (June 2026)
Town of EssexCity · Essex, CT- Approved
- Jun 23, 2026
- Term
- Fiscal Year 2026-2027
- Renews
- Free account
The 30-second brief
The Board of Finance approved Charles Schwab as an authorized depository and investment institution for Town General Fund monies for fiscal year 2026-2027. The Treasurer may place funds in eligible accounts and instruments at this firm under the annual banking resolution.
Charles Schwab holds this financial services contract with Town of Essex. Its other public contracts on record include work for San Benito Consolidated Independent School District and Ocean County College.
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Contract details
- Contract type
- Financial Services
- Document date
- June 23, 2026
- Term
- Fiscal Year 2026-2027
- Renews
- On record
- Vendor
- Charles Schwab
- Agency
- Town of Essex
- Source document
- Town of Essex Board of Finance Minutes 2026-06-23 (Minutes)
Charles Schwab's other public contracts
More Town of Essex contracts
Questions about this contract
Who was awarded the financial services contract by Town of Essex?
Charles Schwab was awarded this financial services contract by Town of Essex, as recorded on June 23, 2026.
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 Town of Essex Board of Finance Minutes 2026-06-23 (Minutes), dated June 23, 2026 from Town of Essex. 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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What is Town of Essex currently buying?
Explore Town of Essex's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
