NAICS 523991 - Trust, Fiduciary, and Custody Activities RFPs, RFIs, RFQs, Sources Sought and Government Contracting Opportunities

Browse open Trust, Fiduciary, and Custody Activities (NAICS 523991) RFPs, RFIs, RFQs, and Sources Sought on Bidscope. We aggregate active government contracting opportunities from federal, state, and local agencies, refreshed daily so you never miss a bid. Click any opportunity below for full solicitation details, due dates, and contacts.

About Trust, Fiduciary, and Custody Activities (NAICS 523991)

This U.S. industry comprises establishments primarily engaged in providing trust, fiduciary, and custody services to others, as instructed, on a fee or contract basis, such as bank trust offices and escrow agencies (except real estate).

StatusTitleBuyerDue Date
OpenOPEB Plan Trust Advisory Services

The New York State Environmental Facilities Corporation is seeking qualified firms to provide comprehensive advisory, administrative, and/or investment management services for the establishment and ongoing management of an OPEB Section 115 Trust.

New York, USARequest for Proposal (RFP)Service-Disabled Veteran-Owned BusinessMinority-Owned BusinessWoman-Owned Business
New York > Environmental Facilities Corporation9/17/2026
OpenChildren's Trust Fund Advisory Services

The Ho-Chunk Nation is seeking qualified firms or individuals to provide Children's Trust Fund advisory services, including investment advisory, investment management, custodial, and recordkeeping administration services.

Black River Falls, WI, USARequest for Proposal (RFP)
Ho Chunk Nation > Department of the Treasury > Procurement Division10/1/2026
OpenPrimary Depository and Treasury Services

The City of League City is seeking qualified financial institutions to provide primary depository, treasury management, collateral, and securities safekeeping services under an initial three-year contract with two one-year extension options.

League City, TX, USARequest for Quote/Qualifications (RFQ)Other
City of League City10/15/2026
OpenPension and OPEB Investment Management Services

Delta County, Michigan, is seeking an investment management firm, registered investment advisor, or institutional trust company to structure and manage a County-controlled trust and investment portfolio for unfunded defined-benefit pension and OPEB liabilities under a three-year contract.

Delta County, MI, USARequest for Proposal (RFP)
Rocky Mountain Purchasing Group > Delta County9/14/2026
OpenRetirement System Investment Consulting Services

The Weymouth Retirement Board is seeking a qualified firm to provide non-discretionary fiduciary investment consulting for the Weymouth Contributory Retirement System, including asset allocation, manager due diligence, risk management, and performance evaluation.

Weymouth Town, MA, USARequest for Proposal (RFP)
Massachusetts > Stoneham Retirement Board-
OpenInvestment Advisory Services for City Portfolio and Section 115 Trust

The City of Milpitas is seeking investment advisory services for its city investment portfolio and Section 115 retirement trust, with each package evaluated and awarded separately under five-year contracts with two one-year options.

Milpitas, CA, USARequest for Proposal (RFP)
City of Milpitas > Purchasing Division9/24/2026
OpenPrimary Depository and Banking Services

The City of Shenandoah, Texas, is seeking qualified financial institutions to provide primary depository, cash management, fraud protection, collateral, and securities safekeeping services under an initial two-year contract with three one-year extension options.

29955 Ih 45 North, The Woodlands, TX, USARequest for Proposal (RFP)
City of Shenandoah10/15/2026
OpenInvestment Management Services

Denver Health and Hospital Authority is seeking investment management services for its long-term growth, redevelopment corporation, and fixed-income accounts.

777 North Delaware Street, Denver, CO, USARequest for Proposal (RFP)
Denver Health and Hospital Authority > Purchasing10/5/2026
OpenBanking Services

Metropolitan Transit Authority of Harris County (METRO) is seeking a financial institution to provide depository and custodial accounts for its banking and investing activities.

Houston, TX, USARequest for Proposal (RFP)
Metropolitan Transit Authority of Harris County9/16/2026
OpenPermanent Fund Management Services

The City of Fairbanks is seeking a contractor to provide permanent fund management services, including investment management and portfolio management, with proposals due by September 30, 2026.

Fairbanks, AK, USARequest for Proposal (RFP)
City of Fairbanks9/30/2026
OpenInvestment Advisory and Management Services

Southern Alberta Institute of Technology is seeking an external investment advisory firm to develop and maintain investment strategies and provide related financial asset management support.

1301 16th Avenue NW, Calgary, AB, CanadaRequest for Proposal (RFP)
Southern Alberta Institute of Technology10/9/2026
OpenDepository Banking and Treasury Management Services

The City of Navasota, Texas, is seeking a qualified financial institution to provide comprehensive depository banking, treasury management, payment processing, fraud prevention, collateralization, implementation, and related services.

200 East Mcalpine Street, Navasota, TX, USARequest for Proposal (RFP)
City of Navasota9/24/2026
OpenReading Firemen Pension Fund Secondary Drop Accounts

The City of Reading is seeking proposals for secondary drop account services for the Reading Firemen Pension Fund.

Reading, PA, USARequest for Proposal (RFP)
City of Reading9/24/2026
OpenI-66 and Virginia Passenger Facility Revenue Bond Trustee Services

The Virginia Department of Transportation is seeking trustee services for I-66 Inside the Beltway and Virginia Passenger Facility Revenue Bonds.

Virginia, USARequest for Proposal (RFP)
Virginia > Virginia Department of Transportation9/18/2026
OpenBanking Services

The Town of The Pas is seeking proposals from financial institutions to provide banking services for the town, with a 60-month contract starting November 1, 2026.

The Pas, MB, CanadaRequest for Proposal (RFP)
Town of The Pas9/15/2026
OpenGlobal Custody Services

The Maryland State Retirement Agency is seeking proposals from qualified firms to provide global custody services, including settlement, safekeeping, investment accounting, and income collection, excluding the System's securities lending program.

Maryland, USARequest for Proposal (RFP)
Maryland > State Retirement Agency9/25/2026
OpenBanking and Related Services

The South Carolina Education Lottery is seeking qualified FDIC-insured financial institutions to provide comprehensive banking services.

South Carolina, USARequest for Proposal (RFP)
South Carolina > South Carolina Education Lottery9/30/2026
OpenBanking Services for the City of Snellville

The City of Snellville, Georgia is soliciting proposals from qualified banking institutions to provide comprehensive banking services, including account management, electronic funds transfer, positive pay, and credit card services, under a 3-year contract with two 1-year renewal options.

2342 Oak Road, Snellville, GA, USARequest for Proposal (RFP)
City of Snellville9/15/2026
OpenBanking Services

The City of Baton Rouge and Parish of East Baton Rouge is seeking a financial institution to provide banking services including depository, disbursement, and related treasury management services for the period 2027-2031.

Baton Rouge, LA, USARequest for Proposal (RFP)
East Baton Rouge Parish > Purchasing Division9/16/2026
OpenBank Depository Services

Texas Southmost College is soliciting sealed proposals from qualified financial institutions with a main office or branch in Cameron or Willacy Counties to provide primary depository services.

Texas, USARequest for Proposal (RFP)
Texas Southmost College10/15/2026
OpenInvestment Advisory Services for Arapahoe County Board of Retirement

Arapahoe County is seeking a qualified investment consulting firm to provide non-discretionary advisory services for its Retirement Plan and Board of Retirement, including asset allocation, manager oversight, and performance monitoring.

Arapahoe County Government Center, Littleton, CO, USARequest for Proposal (RFP)
Arapahoe County > Finance Department > Purchasing Division9/28/2026
OpenInvestment Advisory and Portfolio Management Services

The City of Rancho Palos Verdes is seeking a qualified firm to provide investment advisory and portfolio management services for its approximately $85.9 million public investment portfolio, including strategy development, cash-flow analysis, compliance monitoring, reporting, and ongoing investment recommendations.

30940 Hawthorne Boulevard, Rancho Palos Verdes, CA, USARequest for Proposal (RFP)
City of Rancho Palos Verdes > Public Works9/22/2026
OpenRetirement Board Investment Consulting Services

The Stoneham Retirement Board is seeking proposals from qualified firms to provide investment consulting services consistent with Massachusetts public employee retirement laws and regulations.

Stoneham, MA, USARequest for Proposal (RFP)
Massachusetts > Stoneham Retirement Board10/16/2026
OpenInvestment Advisory Services

The Greater Miami Expressway Agency is seeking qualified firms to provide investment advisory services under RFQ-27-01.

Miami, FL, USARequest for Quote/Qualifications (RFQ)
Greater Miami Expressway9/25/2026
OpenInvestment Advisory Services

Grayson College is seeking competitive sealed proposals from qualified investment advisory firms to provide comprehensive investment advice and management for all College investment assets.

6101 Grayson Drive, Denison, TX, USARequest for Proposal (RFP)
Grayson College9/22/2026
Frequently Asked Questions
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What is NAICS code 523991 (Trust, Fiduciary, and Custody Activities)?+

This U.S. industry comprises establishments primarily engaged in providing trust, fiduciary, and custody services to others, as instructed, on a fee or contract basis, such as bank trust offices and escrow agencies (except real estate).

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