Open an Account
Ready to get started? We have created an easy three-step process so it’s a piece of cake to start working with us. Once you fill in the contact form at the bottom, one of our concierge team members will contact you with the forms and instructions. The process is simple. We will email you all applicable forms and instructions for you to open your account. We then walk you through the process of filling in all the paperwork. Once completed, you mail it to us and we start our relationship. Throughout this process, you will have a personal Regatta concierge at any point to answer any of your questions!








