Digital Investing

Regions Investment Solutions

Regions InvestPath® puts you in control, with a diversified investment portfolio that's based on your financial goals and risk tolerance, plus access to our team of Financial Advisors for planning and guidance whenever you need it.

See how to get started with InvestPath

Independence when you want it. Guidance when you need it. Access 24/7.

Established investment models

Invest in one of five diversified portfolios recommended for your goals and risk tolerance.

Access to a financial advisor

Get the experienced guidance of a Regions Investment Solutions Financial Advisor whenever you need it.

Simple fee schedule

Attractive for new and experienced investors, with baseline investment of $5,000 and .70% annual fee.

24/7 account access and support

Track your investments and understand your total financial picture in your personalized account dashboard.

See how InvestPath works and get started.

Learn more about your personalized portfolio recommendation, seamless account set-up and easy-to-use client portal.

InvestPath Details

A portfolio that's customized for you.

InvestPath offers professional money management at a low cost so you can:

Begin investing for the first time or expand your portfolio.
Invest in a portfolio of ETFs recommended to suit your needs.
Access our team of Financial Advisors whenever you need guidance or planning.

Seamless account opening and management

Our secure digital platform offers:

Portfolio recommendation based on your goals and risk tolerance.
An easy-to-use dashboard to track your investments 24/7.

Clear and simple pricing

$5,000

Minimum opening investment
.70%

Annual fee based on balance
12

Months with no fees

For customers who open an InvestPath account prior to December 31, Regions Investment Solutions will waive the Program Fee, Advisory Fee and Small Account Fee¹ for 12 months.²

Note: a $20 fee will be charged annually if your account balance is less than $10,000. Learn more about fees associated with your InvestPath account.

Frequently Asked Questions

InvestPath offers investors a hybrid option, combining both the ease of a digital investment tool with the personal support of a Regions Investment Solutions financial advisor who is available for financial planning or other investment needs.
Regions Online Banking customers

To open an InvestPath^TM account online, Regions Online Banking customers can choose one of these two options:

1. Log in to Regions Online Banking.
- Once you’re logged in, navigate to the Products tab on the far right, then choose Personal Banking from the drop-down menu.
- In the “Invest” section, select the link “Open an Investment Account.”
2. Contact a Regions Investment Solutions financial advisor.

Regions Investment Solutions clients

To open an InvestPath^TMaccount online, Regions Investment Service clients can choose one of these three options:

1. Log in to Regions Online Banking.
- Once you’re logged in, navigate to the Products tab on the far right, then choose Personal Banking from the drop-down menu.
- In the “Invest” section, select the link “Open an Investment Account.”
2. Log in to your AdviceWorks® investment account platform and select the option “Open InvestPath Account” to begin.

3. Contact your Regions Investment Solutions financial advisor.

Currently, InvestPath users must have established access to Regions Online Banking and/or the AdviceWorks platform. If you’re not a current Regions customer, contact a Regions Investment Solutions financial advisor to get started.
InvestPath accounts are composed of exchange-traded funds (ETFs,) SEC-registered securities that trade just like a stock does. They can contain all types of investments, including stocks, commodities or bonds and give investors an opportunity to purchase securities within an asset class or targeted sector of the economy often tracking an underlying benchmark or index, such as the Standard & Poor's 500 Index.
You may open an individual or a joint InvestPath™ account, and choose between an IRA or Roth IRA account.
To fund your InvestPath™ account, you can choose to:
- Transfer funds from a checking or savings account from another financial institution.
- Transfer funds via other investment accounts, from an in-kind brokerage account or as an IRA rollover.
Yes, InvestPath automatically saves your information so you can complete later. To continue opening your account, log in to Regions Online Banking and select the link "Open an Investment Account." When you select Get Started link, your application will resume where you left off.

The standard fees for InvestPath accounts are an annual fee (Program Fee and Advisory Fee) of .70% (70bps) of assets, plus a Small Account Fee of $20 per year (paid $5 quarterly) for accounts with an asset value under $10,000. Fees are charged in quarterly installments. Accounts opened in conjunction with exclusive pricing offer and funded before December 31, 2023 will not be charged an Advisory Fee or Small Account Fee for a period of 4 quarterly installments after the account is opened. The standard InvestPath Advisory Fee and if applicable, the Small Account Fee, will be charged upon expiration of the 4 quarters of exclusive pricing. Minimum opening investment for InvestPath accounts is $5,000. An IRA maintenance fee of $40 annually will be applicable for traditional and Roth IRA accounts.
Important Information: This offer is available only to the addressee, may not be combined with any other offer, and does not apply if you have or had an ownership interest in an InvestPath account on or after December 31, 2023. The physical address used to open your new account must match the address in Regions' records. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is no guarantee of future results. This offer may end without notice.