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InvestPath Digital Investing FAQsFrequently Asked Questions

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What makes InvestPath unique?
How do I open an account?
What types of funds will I be investing in?
What types of accounts can I open?
What types of accounts can I use to fund my InvestPath account?
What are the requirements to open an account?
What fees can I expect on my InvestPath portfolio?
When will I be able to access my new account online?
How do I add money to my account?
How does InvestPath handle taxes on my portfolio?
How do I close my account and are there any penalties?
Who can I contact with questions about InvestPath?

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What is my routing or transit number?
Where can I access my account number?
What if I don’t remember my username or password?
When will my funds be available for use?
What information do I need to open an account online?
What is a wire transfer and what are Regions wire transfer routing numbers?
Is there a daily ATM withdrawal limit?
What is the difference between ‘available credit’ and 'credit limit'?
When are funds available after I make a mobile deposit?
How can I make a payment on my loan or line of credit?

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© 2026 Regions Bank. All Rights Reserved.

Regions, the Regions logo, the LifeGreen color, and the LifeGreen bike are registered trademarks of Regions Bank.

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Regions Bank or its related companies. Regions Investment Solutions, 2050 Parkway Office Circle, Hoover, AL 35244, 1-800-598-9164.

A diversified portfolio does not assure a profit or protect against loss in a declining market.

InvestPath® is a trademark of Cetera Investment Services, LLC.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com. Check the background of this investment professional on FINRA's BrokerCheck.

This communication is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion as to the advisability of acquiring, holding or disposing of a particular investment, nor should it be construed as a suggestion or indication that the particular investment or investment course of action described herein is appropriate for any specific retirement investor. In providing this communication, Regions is not undertaking to provide impartial investment advice or to give advice in a fiduciary capacity.

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Non-deposit products including investments, securities, mutual funds, insurance products, crypto assets and annuities:

Are not FDIC-insured
Are not bank guaranteed
May lose value
Are not deposits
Are not a condition of any banking activity
Are not insured by any government entity

© 2026 Regions Bank. NMLS 174490. 1900 5th Avenue North, Birmingham, AL 35203. All Rights Reserved.

Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. The LifeGreen color is a trademark of Regions Bank.

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