Regions Help & Support

FAQ

How do I add an account?

Adding an account is quick and easy - simply follow these steps:

  1. Log in to Regions Online Banking and select INSIGHTS from your Account Overview
  2. Select the Add button.
  3. Enter your financial institution’s name into the search box. Select the correct institution from the options that appear.
  4. Enter your login information exactly as you would when logging into your financial institution and select Connect. If you are unsure of which credentials to use, please test by logging directly into your financial institution’s website before contacting support.
  5. Classify your account(s) by type: choose the closest choice if the exact account type is not listed. Input a custom account name (this can be edited from the Dashboard later as well). Select Save.
  6. Wait several moments for your accounts to upload. If you have more than one account at this particular financial institution it will take longer to upload.

If you receive an error message, first please check that your login credentials are correct in regular online banking. If you are still unable to add this account, please submit a support request. Be sure to leave the partial attempt on the Dashboard as this helps in troubleshooting.