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Trust Fund Accounts Custodied With Fidelity Investments

Town of Winchester logoTown of Winchester
Document date
Jun 22, 2026

The 30-second brief

What it covers

The Town of Winchester Board of Commissioners of Trust Funds continues to custody all trust fund accounts with Fidelity Investments, including the Main Account, OPEB Retiree Health Care Trust, Library Endowment, and Library Trust Funds. The minutes confirm ongoing financial services without specifying fees or contract term.

Who holds it

Fidelity Investments holds this financial services contract with Town of Winchester. Its other public contracts on record include work for Moss Landing Harbor District and Rhode Island Public Transit Authority.

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Contract details

Contract type
Financial Services
Document date
June 22, 2026
Vendor
Fidelity Investments
Agency
Town of Winchester
Source document
Town of Winchester Board of Commissioners of Trust Funds Minutes 2026-06-22 (Minutes)

Fidelity Investments's other public contracts

Moss Landing Harbor District, CaliforniaDistrict Pays Fidelity Investments · Oct 25, 2026$630.7Rhode Island Public Transit Authority, Rhode IslandRIPTA Considers Fidelity Investment Management Resolution · Oct 22, 2026UndisclosedSterling School District, ConnecticutSterling Pays Fidelity Investments $800 · Oct 19, 2026$800Suncoast Preparatory Academy, CaliforniaFidelity 403(b) Services Agreement Scheduled for Board Action · Oct 19, 2026UndisclosedExceptional Learners, IllinoisELC Issues Second Fidelity Investments Payment · Oct 13, 2026$2.3KAll Fidelity Investments contractsVendor profile

More Town of Winchester contracts

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Questions about this contract

Who was awarded the financial services contract by Town of Winchester?

Fidelity Investments was awarded this financial services contract by Town of Winchester, as recorded on June 22, 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 Winchester Board of Commissioners of Trust Funds Minutes 2026-06-22 (Minutes), dated June 22, 2026 from Town of Winchester. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fidelity Investments hold?

Fidelity Investments 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 Winchester currently buying?

Explore Town of Winchester's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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