We recognize that our clients have busy work schedules. That’s why we’re pleased to offer you secure access to your investment accounts online 24 hours a day. You’ll be able to view:

• Your Account Profile 
• Balances 
• Portfolio Holdings 
• Executions 
• Current Order Status 
• Transaction history from the previous 2 years

View a Demonstration.

To begin accessing your investment accounts online, contact your Park Financial Advisor at 414.466.8000 or complete the enrollment form. You may mail or fax the form to:

John Hutchinson
Park Financial Advisors
C/O Park Bank
15850 West Bluemound
Brookfield, Wisconsin 53005
FAX: 262.827.1077

Your Park Financial Advisor will set up your account for online viewing and provide you with your ID and password in approximately 3-5 business days.

*Investment advisory products and securities are offered by UVEST Financial Services, member  FINRA / SIPC and a SEC Registered Investment Advisor. Insurance Products are offered by UVEST Financial Services, licensed insurance agency. UVEST and Park Financial Advisors are independent entities.