FAQs

You’ve Got Questions. We’ve Got Answers. See Below For Our Frequently Asked Questions.

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Park Avenue Securities (PAS) Questions

How do I enroll in paperless statements or view my account activity/balance online?

To view your account activity and account balance online, policy owners should enroll for online access to NETX Investor through parkavenuesecurities.com. As an alternative to self-enrolling, account holders should complete the online access and e-delivery form or call Park Avenue Securities Contact Center at 888-600-4667. At the prompt, select option 1 if you are a client or option 2 if you are a financial representative. 

How do I update the beneficiary on my IRA/TOD account?

In order to update the beneficiary on an IRA or TOD account, a completed and signed beneficiary designation form has to be submitted to Park Avenue Securities. The form can be obtained by contacting the financial representative who is listed on the account, or by calling the Park Avenue Securities Contact Center at 888-600-4667. At the prompt, select option 1 if you are a client or option 2 if you are a financial representative.

Can I opt out of the information shared on the annual privacy notice received?

Unfortunately, policy owners are unable to opt out of information shared across business lines.

Where do I mail deposits/contributions for my IRA or retail account?

Deposits made by check should be made payable to Pershing LLC. List the account number on the front of the check and mail to: Pershing LLC, One Pershing Plaza, Jersey City, NJ 07399. For all other deposit related questions, contact the financial representative. Please also include the contribution type with your account number. Where IRA accounts are concerned, please add Attention: Retirement Account Processing to the mailing address.

Can I use my Corestone account to set up electronic debits with various vendors?

Yes. Prior to doing so, policy owners should ensure adequate cash is available in your money market account (you may have to contact our Trading Desk to liquidate your holdings if cash is not available). If in doubt as to how to do this, contact the financial advisor listed on the account or call the Park Avenue Securities Contact Center at 888-600-4667. At the prompt, select option 1 if you are a client or option 2 if you are a financial representative.

What is required to close my IRA account?

  • A completed IRA/ESA distribution form is required. This form can be obtained by contacting the financial representative listed on your account or by calling the Park Avenue Securities Contact Center at 888-600-4667. At the prompt, select option 1 if you are client or option 2 if you are financial representative.
  •  In the event that assets are not all in cash, your financial representative who is listed on the account will need to be contacted prior to placing your liquidation request. Or, contact the Park Avenue Securities Contact Center at 888-600-4667. At the prompt, select option 1 if you are client or option 2 if you are financial representative.

What is required to close my retail account?

  • No paperwork is needed to close a retail account, unless the funds are being wired or going to a third party. Retail brokerage accounts can be closed simply by contacting the Park Avenue Securities Contact Center at 888-600-4667. At the prompt, select option 1 if you are client or option 2 if you are financial representative. You may also call the financial representative listed on the account.
  • In the event that assets are not all in cash, you can place your liquidation request by contacting Park Avenue Securities Contact Center at 888-600-4667. At the prompt, select option 1 if you are client or option 2 if you are financial representative. You may also call the financial representative listed on the account.

How can I update my address of record?

In order to update your address of record on an account, please contact the financial representative listed on the account or contact the Park Avenue Securities Service Desk at Park Avenue Securities Contact Center at 888-600-4667. At the prompt, select option 1 if you are a client or option 2 if you are a financial representative.

Park Avenue Securities LLC (PAS) is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian). PAS is a registered broker-dealer offering investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC.