Regions Help & Support

HOW TO

How to Add an Account from Another Institution

Step 1

Once logged in to Online Banking, select the Insights menu.


Step 2

Select the Add button.

Step 3

Select one of the financial institutions displayed or search by name.


Step 4

Enter the Username and Password that you use to log in to the selected account, then Connect.

From here, follow onscreen prompts to complete setup.


Step 5

Enter the Username and Password that you use to log in to the selected account, then Connect.

From here, follow onscreen prompts to complete setup.

Online & Mobile Banking How To'sTutorials