Regions Bank Setup Instructions

Regions Bank offers a third party user to access business accounts. Please use the contact information below to setup a login.

  1. Login to Regions Bank
  2. Click Customer Service
  3. Click Settings
  4. Click Manage Users
  5. Click Add a New User
  6. You may be prompted to enter a security code to verify your identity
  7. Insert the following contact information: 
    1. Name: Ceterus Bookkeeping
    2. Email Address: 
    3. Please create an online ID and password for Ceterus 
    4. Phone: 269-359-7621
    5. Preferred Contact: Text Message
  8. Click Next
  9. On the Permissions page, select all business accounts that Ceterus should have access to
  10. Click Next
  11. On the Permissions Limits page, select No for ACH payments and wire transfers
  12. Verify all information is correct on the Confirm page and Save
  13. Return to Edge to provide Ceterus with the online ID and password you created
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