Regions Help & Support

Regions Online Banking customers

To open an InvestPath^TM account online, Regions Online Banking customers can choose one of these two options:

1. Log in to Regions Online Banking.
   • Once you’re logged in, navigate to the Products tab on the far right, then choose Personal Banking from the drop-down menu.
   • In the “Invest” section, select the link “Open an Investment Account.”
2. Contact a Regions Investment Solutions Financial Advisor.

Regions Investment Solutions clients

To open an InvestPath^TM account online, Regions Investment Service clients can choose one of these three options:

1. Log in to Regions Online Banking.
   • Once you’re logged in, navigate to the Products tab on the far right, then choose Personal Banking from the drop-down menu.
   • In the “Invest” section, select the link “Open an Investment Account.”
2. Log in to your AdviceWorks^SM investment account platform and select the option “Open InvestPath Account” to begin.
3. Contact your Regions Investment Solutions Financial Advisor.

Currently, InvestPath users must have established access to Regions Online Banking and/or the AdviceWorks^SM platform. If you’re not a current Regions customer, contact a Regions Investment Solutions Financial Advisor to get started.