Trustees Review TD Wealth Reporting Relationship
Town of SunapeeCity · Sunapee, NH- Document date
- Jul 8, 2025
The 30-second brief
The Trustees discussed ongoing monthly subaccount reporting provided by TD Wealth in support of trust fund reconciliations, reflecting an active financial services relationship. No specific contract changes or dollar amounts were detailed in the minutes.
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
- July 8, 2025
- Vendor
- Td Wealth
- Agency
- Town of Sunapee
- Source document
- sunapee-trustees-of-the-trust-funds-quarterly-meeting-minutes-july-8-2025_2e2.pdf (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 July 8, 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 sunapee-trustees-of-the-trust-funds-quarterly-meeting-minutes-july-8-2025_2e2.pdf (Minutes), dated July 8, 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?
Explore Town of Sunapee's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.