Individual 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
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Regal provides unbiased access to investment products and services giving financial professionals and clients the benefit of a comprehensive range of investment options, resources and technology.
From a traditional investing account to planning for retirement or college expenses, Regal provides access to a variety of accounts including no-fee IRAs to suit the financial needs of your clients.
Our flexible approach to technology has created an ever evolving line of products that provide solutions meeting the needs of financial professionals and their clients, including online and direct access trading. Additionally, clients may obtain quotes as well as view account information and activity including; positions, balances and cost basis; portfolios; and electronic statements and trade confirms all via the Internet. Download to Quicken® and Turbo Tax® is also available.