Regions Help & Support

Your InvestPath^TM account and account balance will be visible in Regions Online Banking and you’ll be able to see full account details by clicking through to the AdviceWorks^SM platform.

Initial timing for viewing your new account will vary.

• If you are a current Regions Investment Solutions client who has already set up access to the AdviceWorks platform, you can see your new account displayed in AdviceWorks as soon as it’s open.
• If your InvestPath account is your first investment account with Regions, you’ll be able to see your new account in Regions Online Banking within two to three days after your account opening. Once your account is displayed in your Online Banking account listing, simply click the “InvestPath” account name and you’ll be able to access the full account details on the AdviceWorks platform.