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).
| Status | Title | Buyer | Due Date |
|---|---|---|---|
| Open | OPEB 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, USA•Request for Proposal (RFP)Service-Disabled Veteran-Owned BusinessMinority-Owned BusinessWoman-Owned Business | New York > Environmental Facilities Corporation | 9/17/2026 |
| Open | Children'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, USA•Request for Proposal (RFP) | Ho Chunk Nation > Department of the Treasury > Procurement Division | 10/1/2026 |
| Open | Primary 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, USA•Request for Quote/Qualifications (RFQ)Other | City of League City | 10/15/2026 |
| Open | Pension 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, USA•Request for Proposal (RFP) | Rocky Mountain Purchasing Group > Delta County | 9/14/2026 |
| Open | Retirement 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, USA•Request for Proposal (RFP) | Massachusetts > Stoneham Retirement Board | - |
| Open | Investment 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, USA•Request for Proposal (RFP) | City of Milpitas > Purchasing Division | 9/24/2026 |
| Open | Primary 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, USA•Request for Proposal (RFP) | City of Shenandoah | 10/15/2026 |
| Open | Investment 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, USA•Request for Proposal (RFP) | Denver Health and Hospital Authority > Purchasing | 10/5/2026 |
| Open | Banking 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, USA•Request for Proposal (RFP) | Metropolitan Transit Authority of Harris County | 9/16/2026 |
| Open | Permanent 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, USA•Request for Proposal (RFP) | City of Fairbanks | 9/30/2026 |
| Open | Investment 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, Canada•Request for Proposal (RFP) | Southern Alberta Institute of Technology | 10/9/2026 |
| Open | Depository 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, USA•Request for Proposal (RFP) | City of Navasota | 9/24/2026 |
| Open | Reading 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, USA•Request for Proposal (RFP) | City of Reading | 9/24/2026 |
| Open | I-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, USA•Request for Proposal (RFP) | Virginia > Virginia Department of Transportation | 9/18/2026 |
| Open | Banking 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, Canada•Request for Proposal (RFP) | Town of The Pas | 9/15/2026 |
| Open | Global 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, USA•Request for Proposal (RFP) | Maryland > State Retirement Agency | 9/25/2026 |
| Open | Banking and Related Services The South Carolina Education Lottery is seeking qualified FDIC-insured financial institutions to provide comprehensive banking services. South Carolina, USA•Request for Proposal (RFP) | South Carolina > South Carolina Education Lottery | 9/30/2026 |
| Open | Banking 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, USA•Request for Proposal (RFP) | City of Snellville | 9/15/2026 |
| Open | Banking 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, USA•Request for Proposal (RFP) | East Baton Rouge Parish > Purchasing Division | 9/16/2026 |
| Open | Bank 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, USA•Request for Proposal (RFP) | Texas Southmost College | 10/15/2026 |
| Open | Investment 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, USA•Request for Proposal (RFP) | Arapahoe County > Finance Department > Purchasing Division | 9/28/2026 |
| Open | Investment 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, USA•Request for Proposal (RFP) | City of Rancho Palos Verdes > Public Works | 9/22/2026 |
| Open | Retirement 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, USA•Request for Proposal (RFP) | Massachusetts > Stoneham Retirement Board | 10/16/2026 |
| Open | Investment Advisory Services The Greater Miami Expressway Agency is seeking qualified firms to provide investment advisory services under RFQ-27-01. Miami, FL, USA•Request for Quote/Qualifications (RFQ) | Greater Miami Expressway | 9/25/2026 |
| Open | Investment 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, USA•Request for Proposal (RFP) | Grayson College | 9/22/2026 |
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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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