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Make an Appointment FAQs

Scheduling an appointment gives you the convenience of meeting with one of our specialists at a time that works for you. Having an appointment means you can:

  • Speak to a specialist at a time that works for you—without waiting in line
  • Tell us in advance what you'd like to talk about so that we can prepare
  • Make sure there's a specialist at the financial center who can answer your questions

All financial centers have associates who can help you with personal financial 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 options.

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 can't be scheduled for transactions that would typically be handled by a teller, such as depositing checks, making a withdrawal or balance inquiries.

Yes. If your specific need isn't listed, please choose the topic that's most similar. Before you confirm your appointment, you can use the comments section to include more detail about what you'd like to discuss.

The financial center will do its best to have an associate onsite who speaks the language you requested. However, if one is not available at that financial center, we will try to provide a translator over the telephone to assist with your appointment.

Online appointment scheduling is currently available for certain locations. While we don't currently offer the ability to schedule appointments online at your preferred location, you are always welcome to contact us in advance to schedule a time to meet with a personal banker.

Banking, Investments and Small Business customers can schedule in-person appointments up to 12 months in advance. Home Loans customers can schedule in-person appointments up to 14 days in advance. Phone appointments can be made up to 14 days in advance for all customers.

Yes, simply select another location to see what days and times are available.

We ask for certain information that will help us provide more personalized service during your appointment. In order to protect your privacy, the information you provide will only be used in relation to this appointment.

You can schedule up to a total of 6 appointments, and up to 3 appointments in a single day.

To edit or cancel an appointment made online, visit Schedule an Appointment. To find an existing appointment, enter your email address or confirmation number. Then choose the option to either edit or cancel the appointment.

To edit or cancel a previously scheduled appointment, enter the same email address you provided when you scheduled your appointment.

You can find your confirmation number in the confirmation email you received after you scheduled your appointment.

Small Business Bankers have proven expertise in evaluating small-business financial needs and matching those needs with Bank of America's world-class financial products and services. Their aim is to make it easier for small business owners to start and grow their business. They are uniquely trained and positioned to ensure that all of the capabilities and partnerships of Bank of America are readily available to help small business owners meet their goals.

Our Personal Bankers are also able to assist you with your small business needs. However, if you prefer to speak with a Small Business Banker, you'll need to choose a location with the Small Business Banker icon in the list of financial centers.

A Financial Solutions Advisor can help you with your financial needs, including savings, retirement, education and general investing. 

Yes, you will need to choose a financial center that has a Merrill Edge Financial Solutions Advisor; look for the icon in the list of financial centers.

A home loans specialist can assist you with buying a home, refinancing a home, using the equity in your home for various purposes or quoting rates and fees. These specialists manage the end-to-end consumer home loans referral request, from taking an application to providing status throughout the home loan process.

You can find home loans calculators, ways to prequalify for a mortgage or apply for a home equity product, and information about the process of getting a home loan in our Home Loans section.

Yes, you can choose a different financial center that has a home loans specialist or you can select the Phone Appointment option on the How tab to have a home loans specialist call you.

Yes, you can speak with a home loans specialist without making an appointment at 800.579.9365.

You can arrive for your appointment as scheduled and check in with the Lobby Leader. In the event that you are running late, we will hold your appointment for atleast 10 minutes, depending on the number of customers waiting to speak with one of our associates.

We require two forms of identification to verify your identity. You must bring at least one form of identification from the Primary ID List. The second form of identification can be from the Primary ID List or Secondary ID List.

Primary ID List (must include photo)
You must have atleast one from the list.

  • Drivers license
  • U.S. state-issued ID
  • U.S. driver's permit
  • U.S. Military ID Common Access Card (CAC)
  • United States Armed Services ID
  • United States state, or local government issued identification card (U.S. passport)
  • Canadian Citizenship Certificate Card
  • U.S. Alien Registration Receipt Card - Form I-551
  • U.S. Nonimmigrant Visa and Border Crossing Card - DSP-150
  • Foreign passport with or without passport Visa
  • INS Employment Authorization Card - Form I-766 or I-688
  • Mexican Consular ID Card
  • Dominican Republic Consular ID
  • Colombian Consular ID
  • Guatemalan Consular ID Card
  • Bank of America branded debit card or credit card
  • Bank of America debit card, ATM Card, or credit card (does not include photo)

Secondary ID List
You may only use one of these in conjunction with a Primary ID.

  • Major credit card from another financial institution (including American Express®, Visa®, MasterCard®, Novus/Discover®) (with or without photo)
  • Major retail credit card from a nationally well-known department store or other nationally well known retail company (with or without photo)
  • Debit card (check card) with Visa or MasterCard logo from another financial institution (with or without a photo)
  • U.S. college/university ID--validated for current term or school year (with photo)
  • U.S. student ID card from a local high school validated for current school year (with/without photo)
  • U.S. issued employment/work ID card or badge (with/without photo)
  • Account Opening: Can be accepted at both offsite and financial center locations
  • U.S. driver's license (without photo)
  • U.S. Dept of State Diplomat driver's license (with photo)
  • U.S. Dept of State Diplomat ID (with photo)
  • Foreign driver's license (such as Brazil, France) (with photo)
  • Mexican driver's license (with photo)
  • Canadian driver's license (with photo)
  • Indian Tribal ID from a local reservation (with or without a photo)
  • Mexican Voter Registration Card (with photo)
  • AARP Card
  • Current lease agreement (must contain name and current address)
  • Current Property Tax Statement
  • Current utility bill (must contain name and current address)
  • Current vehicle registration
  • Department of Correction ID
  • Driver's permit (temporaru or beginner's) from any state (without photo)
  • Health insurance card
  • Hong Kong Travel Document
  • Membership card (BJ's, COSTCO, Auto Club)
  • Sheriff's card
  • Social Security card
  • U.S. state or local government-issued license, permit or ID (examples: fishing, hunting, or gun permit)
  • Union card
  • United States Armed Services ID (without photo)

 

Depending on the type of change you would like to make to your existing account, the bank will require legal documentation that provides proof of the change in order to update the status of the account. Below is a list of frequently made changes along with acceptable documentation to support the change.

Personal Name

  • Marriage certificate
  • Divorce decree (including name change)
  • Adoption certificate
  • Legal court order of name change

Business Name/Name of Entity

  • Legal documentation for the business showing the name change and the effective date
  • Articles of Incorporation
  • Certificate of Good Standing
  • Partnership Agreement

Business Name/Name of Entity

  • Birth certificate
  • Driver's license
  • Passport

Identification Number

  • Social Security card
  • Employer Identification Number (EIN) documentation

Evidence of Legal Status (business)

  • Official documentation that the business entity exists, such as corporate formation documents or articles of incorporation, partnership agreements or trust documents

Expiration Date of ID
Newer or updated information, such as:

  • Driver's license
  • Passport
  • Business license
  • Certificate of good standing
  • Partnership agreements
  • Trust documents
  • Articles of Incorporation

Country of Citizenship

  • Birth certificate
  • U.S. Citizenship Declaration
  • Passport

Place of Legal Formation

  • Official documentation that the business entity exists, such as corporate formation documents or articles of incorporation, partnership agreements or trust documents

Legal Entity Type

  • Evidence of legal status (for example, partnerships should present partnership agreements, trusts should provide trust documents, and corporations should present corporate formation documents or articles of incorporation)

Depending on the type of business you are representing, you will be required to present some or all of the documents that are applicable.

Sole Proprietor

  • Fictitious Name Certificate or Trade Name (or equivalent document) OR
  • Business License (if required)

Limited Liability Corporation

  • Articles of Organization or Certificate of Organization
  • Fictitious Name Certificate or Trade Name (or equivalent document)
  • Certificate of Registration from State of CA if LLC formed outside of CA

Association

  • Articles of Association (in states where required) or bylaws
  • IRS Ruling letter of tax exemption (for nonprofits)

Partnership

  • Partnership Agreement
  • Fictitious Name Certificate or Trade Name (or equivalent document)

Limited Partnership

  • Partnership Agreement or Certificate of Limited Partnership (or equivalent document)
  • Fictitious Name Certificate or Trade Name (or equivalent document)

Limited Liability Partnership

  • Partnership Agreement or Statement of Qualification of Limited Liability Election Form or Certificate of LLP (or equivalent document)
  • Fictitious Name Certificate or Trade Name (or equivalent document)

Foreign Companies

  • A U.S. state issued Foreign Corporation Application or Foreign Corporation Qualification or equivalent document showing the business has U.S. permission to act within the U.S.
  • U.S. organizing documentation proving formation in the U.S. and proof of a U.S. presence.

A phone appointment offers the same level of expertise as an in-person appointment. You just let us know what you want to talk about, and we'll call you at your convenience.

You will be called by an associate who specializes in the topic that you want to discuss.

Your request for a phone appointment is specific to the inquiry you are making. The bank does not use your appointment request as a broad authorization to receive marketing calls.