FINANCIAL_SERVICESPENDING

Morgan Stanley retirement account authorization update

The agenda lists a resolution to designate authorized persons for the Borough’s retirement account with Morgan Stanley. This action will update who can act on behalf of the borough for pension and retirement investments.

Status
PENDING
Document date
July 27, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Morgan Stanley
Agency
Borough of Ephrata · PA

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Agenda
Source document
Borough of Ephrata Budget and Finance Committee Agenda 2026-07-27

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Borough of Ephrata?

Morgan Stanley was awarded this financial services contract by Borough of Ephrata, as recorded on July 27, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Borough of Ephrata Budget and Finance Committee Agenda 2026-07-27 (Agenda), dated July 27, 2026 from Borough of Ephrata. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley hold?

Morgan Stanley 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 Borough of Ephrata currently buying?

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

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