Investors
Quick Links
- Download our Client Brochure
- Web Bill Pay
- Check Request Form
- Change of Address Form
- IRA Deposit Slip
- Domestic Wire Transfer Request
- International Wire Transfer Request
- Important Information Regarding Outgoing Wire Transfers
Adobe Reader is required to download and print account forms.
Regal’s financial professionals have access to a comprehensive range of unbiased investment products and services to assist them in planning your portfolio. Diversify with fixed income and insurance products, mutual funds, ETFs, and much more. Click here to see a complete list of Regal’s products and services.
You may choose from a variety of account types to suit almost any investor’s needs including no annual fee IRAs.
Your available cash balances are automatically swept into your money market account to maintain liquidity while potentially earning interest.
Take advantage of Regal’s cash management services by adding check writing and the Visa Gold or Platinum check card to your investment account. (Cash management services are not available in retirement accounts.)
Regal gives our financial professionals the flexibility to offer customized online account access to their clients. Clients may be able to obtain quotes as well as view account activity including positions, balances and cost basis; portfolios; and electronic statements and confirms. Regal also supports multiple direct access trading platforms for active traders.
Contact your financial professional to discuss the products best suited to your investment objectives.