Web Connect provides you with one-way connectivity which allows you to automatically download transactions and match them with existing transactions.
Direct Connect provides you with two-way connectivity which allows you to automatically download transactions and match them with existing transactions, pay bills, transfer funds, and send messages from the convenience of your personal financial management software.
Web Connect (Regions Bank - Web Connect)
If you want to download transactions without the ability to perform bill payments or fund transfers, you will want to use the Web Connect feature.
To download your transactions via Web Connect you will need to perform the following steps:
- Simply login to Regions Online Banking.
- On the Account Summary page choose Download to Desktop Software (located just above and to the right of the list of accounts).
- In the Select a Format dropdown box, select the personal financial management software that you are using.
- Choose the accounts that you want to download your balance and transactions for by clicking on the radio button next to the account.
- In the Select a Time Frame section, designate the time frame for which you would like to download transactions.
- Click Submit and follow the on-screen instructions.
Direct Connect (Regions Bank - Direct Connect)
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How Do I Enroll?
If you are an existing Regions Online Banking customer, you will simply need to log into Regions Online Banking and select the eServices tab. Once on this tab, click on the Enroll for Money / Quicken / QuickBooks link and carefully review the information on the screen. Then choose the appropriate software application from the list and submit the request.
If you are a new customer, you will need to enroll into Regions Online Banking first. Once you have completed the enrollment process for Regions Online Banking, simply select the eServices tab. Once on this tab, click on the Enroll for Money / Quicken / QuickBooks link and carefully review the information on the screen. Then choose the appropriate software application from the list and submit the request. |
Getting Started with Quicken®
Getting Started with Microsoft Money®
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Quicken |
Microsoft Money |
Regions Online Banking |
| Features |
Obtain current account balances and statements
Reconcile accounts
Automatically download transactions into Quicken
Transfer funds between accounts
Pay bills online |
Check your account balances
View your monthly statement
Automatically load your bank statement into Microsoft Money
Transfer money between accounts
Send E-mail to Regions
Pay bills online |
Regions Online Banking, Regions' own online banking service, lets you check account balances and transfer funds between accounts. You can even subscribe to our Bill Pay feature and pay bills online. |
| Cost |
FREE
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FREE |
FREE
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| Software Requirements |
Current year's version or two prior years |
Current year's version or two prior years |
No software required |