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Frequently Asked Questions Frequently Asked Questions
  • Show What is the benefit of scheduling an appointment online?
    You can easily schedule an appointment online to meet with one of our specialists for a day and time that work best for you.
  • Show My topic isn't listed here. Can I still make an appointment?
    Yes. If your specific need is not listed, please choose the topic that is most similar. You may also use the Comments section to include more detail about your topic. If you need more immediate assistance, please visit the Contact Us pages of our website.
  • Show What topics can I get help with at my appointment?
    All banking center locations have associates who can help you with personal banking needs, such as account opening or renewal, or small business needs, such as applying for a new loan or account maintenance and service. 

    In addition, some locations have Merrill Edge Financial Solutions Advisors with whom you can discuss topics such as saving for retirement, managing retirement income and expenses, and investment topics.

    A home loans specialist is available to meet with you in some locations or over the phone to discuss these topics:

    Buying a home
    Refinancing
    Using the equity in your home

    Please note: Appointments cannot be scheduled for transactions that would typically be handled by a teller, such as depositing checks, making a withdrawal or balance inquiries.

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If your appointment is with a Merrill Edge Financial Solutions Advisor, you should be aware that a Merrill Edge Financial Solutions Advisor can provide solutions that include FDIC insured deposit products with Bank of America and non-FDIC insured investment products from Merrill Lynch.

Investment products:

  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value

Merrill Edge is the marketing name for two businesses: Merrill Edge Advisory Center, which offers team-based advice and guidance brokerage services; and a self-directed online investing platform. Both are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S).

MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.

Banking products are provided by Bank of America, N.A., member FDIC and a wholly owned subsidiary of Bank of America Corporation.Equal Housing Lender
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