Description
TriMet is seeking proposals from qualified firms to provide Custodial Bank Services. The services include providing a custodial bank account for TriMet's investments and other financial transactions. The proposal should include the company's experience in providing similar services, their approach to managing the account, and their fees. The contract will be awarded to the firm that best meets TriMet's needs. The scope of work includes:
• Providing a custodial bank account for TriMet's investments and other financial transactions
• Managing the account and providing monthly statements
• Providing online access to the account
• Offering competitive fees and interest rates
• Ensuring compliance with all applicable laws and regulations
The contract is expected to be for a period of several years, with the option to renew.
Attached files
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