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Wealth Management

How to enroll in Wealth Online

Want to view your accounts online? Enroll today in Park's Wealth Online account portal.
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Download the Wealth Online app

Access your accounts anywhere, anytime. Simply download the app to your mobile device to get started.
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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 2. You should have received a mailed packet of information from us on or around July 1. If you have questions, please connect with your wealth advisor for more information.

We announced our plans to partner with Park last fall and believe it will help us serve you even more. We’re excited to continue delivering the same level of service you know from the advisors you trust while expanding our product offerings, digital tools and support.

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.

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. 

Yes, you’ll have access to view your account, but we recommend you don’t make any changes after July 31 as they won’t be carried over once the conversion is complete. You’ll no longer be able to access PAL online after August 2.

After August 4, you can manage your account through Park’s Wealth Online platform. You can enroll 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. If you’d like to enroll in wealth online, use the link below.

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 will be a year-to-date statement and may look a little different than previous ones, so please contact your local advisor if you have any questions. All future statements will come directly from Park, and online statements will become available in August.

Our wealth management accounts are moving to Park a bit earlier. You’ll be hearing from us the week of July 20th with information on all other bank accounts.

No changes to Wealth fees are anticipated at this time. Clients with questions regarding fees should contact their Wealth Advisor.