CONTRACTAPPROVED

Village of Kings Point Awards Financial Services Contract to Charles Schwab (July 2026)

Village of Kings Point
Approved
Jul 22, 2026

The 30-second brief

What it covers

The Board of Trustees designated Charles Schwab as an authorized depository for village funds, with deposits capped at $5 million under the updated investment policy. Schwab will support the village's investment and cash management strategy.

Who holds it

Charles Schwab holds this financial services contract with Village of Kings Point. 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
July 22, 2026
Source document
Village of Kings Point Minutes 2026th Meeting of the Board of Trustees 2026-07-22 (Minutes)

Charles Schwab's other public contracts

More Village of Kings Point contracts

Questions about this contract

Who was awarded the financial services contract by Village of Kings Point?

Charles Schwab was awarded this financial services contract by Village of Kings Point, as recorded on July 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 Village of Kings Point Minutes 2026th Meeting of the Board of Trustees 2026-07-22 (Minutes), dated July 22, 2026 from Village of Kings Point. 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 Village of Kings Point currently buying?

Explore Village of Kings Point's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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