Client Center

Regency Secure Client Portal

If you need Regency to set up your Secure Client Portal, please call Marci Deck at 559-438-2640

Schwab Alliance Website

To access your account(s) at Charles Schwab & Co, Inc, please click below to access the Schwab Alliance Website. If you do not have a Login ID or Password for online access, click “New User”


You are now leaving the Regency Investment Advisors (“Regency”) website and will be entering the Charles Schwab & Co, Inc (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Regency or any advisor whose name appears on this website. Regency is independently owned and operated. Schwab neither endorses nor recommends Regency. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Regency under which Schwab provides Regency with services related to your account. Schwab does not review the Regency website and makes no representation regarding the content of the website. The information contained in the Regency website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.