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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:
Yes, you can visit a financial center without an appointment.
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:
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.
Secondary ID List
You may only use one of these in conjunction with a Primary ID.
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.
Business Name/Name of Entity
Business Name/Name of Entity
Evidence of Legal Status (business)
Expiration Date of ID
Newer or updated information, such as:
Country of Citizenship
Place of Legal Formation
Legal Entity Type
Depending on the type of business you are representing, you will be required to present some or all of the documents that are applicable.
Limited Liability Corporation
Limited Liability Partnership
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.