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Park Bank - First In Lasting Relationships ®
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  3. How to Get & Check Credit/Trade References

How to Get & Check Credit/Trade References

If you're considering extending credit or are entering into a large agreement with a new customer, it’s important to understand how the company treats other companies they work with. Asking for credit information and checking references are the most effective ways to provide insight into how the company is run, and whether or not they are responsible when it comes to paying their bills.

It’s a good idea to check existing customers on a regular basis so you can stay informed and prepared should they unexpectedly face a cash flow problem. Below are two samples for your reference:

Sample of Credit/Trade Reference Form
Sample of Request for Trade Reference Form

Additional Free Online Resources:

State of Wisconsin:

  • Wisconsin Department of Revenue: Database of delinquent taxpayers (individuals and businesses)
  • Department of Financial Institutions database search engine on Wisconsin-based corporate records
  • Public Court Records database search

Better Business Bureau:

  • Check for customer reviews or ratings

If you’re interested in talking with an experienced banker about credit or trade reference issues, please email or call us at 414.466.8000.

Email is not a secure method of communication. Do not send personal information (e.g., Social Security number, account number, date of birth, etc.) in your message.

Park Bank - First In Lasting Relationships ®
414.466.8000
Find an ATM
  • Downtown Milwaukee

    330 East Kilbourn Ave
    Milwaukee, Wisconsin 53202
  • Downtown – Drive Thru

    302 East Wells St
    Milwaukee, Wisconsin 53202
  • Northwest Milwaukee

    7540 West Capitol Dr
    Milwaukee, Wisconsin 53216
  • Brookfield

    14870 West Greenfield Ave
    Brookfield, Wisconsin 53005

Lobby Hours:

Weekdays: 9:00 a.m. - 5:00 p.m.
Saturday: 9:00 a.m. - Noon
(Kilbourn Ave not open on Saturdays)

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Monday - Friday: 8:00 a.m. - 6:00 p.m.
Saturday: 9:00 a.m. - Noon

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