Getting Started with InvestPath

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Regions Investment Solutions

Whether you’re investing for retirement, a major purchase or another goal, Regions InvestPath® allows you to:

• Begin investing for the first time or expand your existing portfolio.
• Invest in one of five established, risk-based investment ETF (Exchange-Traded Funds) portfolio models that’s right for your financial goals and risk tolerance.
• Get access to our team of Regions Investment Solutions Financial Advisors for guidance when you need it.

Enjoy simple and affordable pricing

You’ll always know where you stand with our transparent fee schedule:

• Minimum investment of $5,000 to open your account
• .70% of your account balance annually

Note: a $20 fee will be charged annually if your account balance is less than $10,000. Other service fees may apply based on your account registration and activity.

How Regions Online Banking customers can open an account

To open an 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.

To open an account online, Regions Investment Solutions 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, those wishing to open an InvestPath account 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.

How to open and fund your account

Here’s what to expect during the seamless account opening process:

• You’ll answer a few simple questions to help us understand your financial goals and risk tolerance.
• We’ll recommend one of five asset allocation models to best suit your investment needs.
• Fund your InvestPath account by transferring funds from another Regions account or any other financial provider.

Access your investment account 24/7

• Track your investments and your entire financial picture 24/7 through our easy-to-use AdviceWorks client portal.
• Reach out to a Regions Investment Solutions Financial Advisor for financial planning or guidance when you need it.
• Enjoy dedicated customer service support for questions about your account information.