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Wealth Management

How to enroll in Wealth Online

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Welcome Booklet

Discover what makes Park different, from our culture to the services designed around you.

 

Wealth Online guides

Review helpful guides and quick references to make your transition simple and stress-free.

How to get help

Find the answers and support you need – whenever you need it – through our dedicated service options.

Wealth Management FAQs

Your wealth management account(s) will transition from Friday, July 31 through Sunday, August 2You’ll receive a mailed packet of information from us with important information in late June. Please watch your mailbox for that and be sure to review all the enclosed details. 

To make sure you receive all updates and information, we encourage you to connect with your advisor to confirm that we have the correct mailing address, phone number and email on file for you.

No, you’ll continue to work with the same local, trusted advisor who knows you and your goals. They’ll remain your primary contact through the transition and beyond.  

Your account number will change but the terms of your agreements and services received will stay the same. Your new account number will be on your first statement from Park. 

As part of the conversion, your assets will move from PAL Online to Wealth Online. You’ll have access to your account in PAL Online through August 2, but we recommend you don’t make any changes after July 31 as they won’t be carried over once the conversion is complete.  

To access your account online after conversion, you need to enroll in Park’s Wealth Online platform. If you pre-enroll before August 2, we’ll hold onto your information until the conversion is complete. You’ll receive an email with your login link during the week of August 3.   

You’ll manage your account through Park’s Wealth Online platform. You can choose to enroll either before or after the conversion. If you pre-enroll before August 2, we’ll hold onto your information until the conversion is complete. You’ll receive an email with your login link during the week of August 3. 

To enroll in Wealth Online, click here. 

Your scheduled disbursements and account activity will continue without interruption. Some transactions scheduled during the conversion period may be processed early to ensure timely delivery.

Your final statement from First Citizens National Bank will be mailed to you and dated July 31. It may look a little different than previous statements, so please contact your local advisor if you have any questions.  

If you receive quarterly statements, you’ll receive a month-end statement on July 31 and another statement for the remainder of the quarter at quarter-end. All future statements will come directly from Park and online statements will become available in August.