Clearly better for you and your portfolio.

New Regions Wealth Platform goes live on October 2, 2017.

Exciting upcoming changes and enhancements to your trust and investment management platform.

Starting October 2, 2017, you will benefit from the all-new Regions Wealth Platform, an integrated digital solution that will make it easier to access your account and allow us to better serve you. Please see below to find out more about how these enhancements will benefit you.

Enhancements to look forward to:

  • Redesigned monthly statements to help you see where you stand at a glance.
  • Simplified single sign-in process through Regions OnlineĀ Banking.
  • Streamlined platform features for a clearer view of your portfolio via Internet access.

Important Things You Need to Know:

  • Your account number will not change.
  • Checks and check stubs will look different, but rest assured they can still be cashed at Regions with no fee.
  • To access past statements, please use your old credentials and URL, or contact your Advisor, who can assist in pulling historical information.
  • If you sign on via Regions Online Banking, the new system will replace the old system and you will now have a link to access past statements in the old system. If you currently utilize Trust Online, you will receive an email in late September with your new login credentials.
  • Institutional Services Clients: Due to the upcoming conversion, we ask that you limit Trading during the week of September 25-29. If you anticipate trading during this week, please contact your Relationship Consultant.

Regions will continue to deliver the same level of support you've come to expect, including local service and a team of subject matter experts across industries (natural resources, real estate, open architecture and proprietary investment solutions).

We sincerely appreciate your business and hope these changes will make your money management experience with Regions even more rewarding. If you have any questions, please reach out to your Advisor or Relationship Consultant.

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