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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. Appointments are a time-saving benefit available to you.
All financial centers have associates who can help you with personal and small business financial needs. In addition, some locations have:
Note that 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, 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. Note that you may also schedule appointments for select services such as notary, medallion stamp and wire transfers.
The financial center will do its best to have an associate onsite who speaks the language or accommodate your request. However, if someone is not available at that financial center, we will try to provide a translator over the phone or accommodation services to assist with your appointment.
Appointment scheduling availability can be impacted by a variety of circumstances, and at times may be limited in some financial centers. While we work to make appointments available as often as possible, online appointment scheduling may not always be available at your preferred location. In circumstances where appointments are not available at your preferred location, phone appointments and self-service options remain available.
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. We also collect some information required by law.
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, log in or 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 Specialists 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, maintain 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 Client Professionals are also able to assist with some small-business needs. However, if you prefer to speak with a Small Business Specialist, you'll need to choose a location with the Small Business Specialist icon in the list of financial centers.
As an employee of both Bank of America and Merrill Lynch, a Financial Solutions Advisor can help you create a strategy to pursue what matters most to you, including saving for large purchases, retirement, education and general investing, by incorporating solutions such as savings accounts with Bank of America or accounts holding investments such as stocks, bonds, ETFs and mutual funds, with Merrill Lynch.
Yes, if you'd like to speak in person, you'll need to choose a financial center that has a Merrill Financial Solutions Advisor; look for the icon in the list of financial centers. If you're comfortable meeting by phone, you may also schedule an appointment with a centralized specialist.
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.
Bank of America requires two forms of valid identification for your upcoming visit to our financial center. Depending on the type of service you require or change to an existing account, the bank will require a photo ID in combination with a second form of ID for your account needs. Below is a list of acceptable identification:
US Citizen Accepted IDs:
Foreign Citizen:
Major Credit or Debit Card
Employment or Student ID Cards
US or Foreign Alternate IDs:
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. Please bring a government-issued photo ID plus any additional documentation specific to your situation to any Bank of America financial center.
Refer to this list of frequently-made changes along with acceptable documentation to support each change.
Name/Legal Name of Entity
Note: If you are a co-owner or authorized user on the account, in order for us to update your name, the account owner (or other co-owners) must accompany you to the financial center.
Personal:
Business:
Date of Birth
Identification Number
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.
Sole Proprietor
Limited Liability Corporation
Association
Partnership
Limited Partnership
Limited Liability Partnership
Foreign Companies
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.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. You should review any planned financial transactions that may have tax or legal implications with your personal tax or legal advisor.
Securities products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S", or "Merrill"), a registered broker-dealer, registered investment adviser, Member SIPC layer, and a wholly-owned subsidiary of Bank of America Corporation. MLPF&S makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation.
Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America, N.A. and U.S. Trust Company of Delaware. Both are indirect subsidiaries of Bank of America Corporation.
Insurance Products are offered through Merrill Lynch Life Agency Inc. (MLLA), Bank of America, N.A. and/or Bank of America Insurance Services, Inc., all of which are licensed insurance agencies and wholly-owned subsidiaries of Bank of America Corporation.
Banking, credit card, automobile loans, mortgage and home equity products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
Investment and insurance products:
| Are not FDIC insured | Are not Bank Guaranteed | May Lose Value |
| Are not Deposits | Are Not Insured by Any Federal Government Agency | Are Not a Condition to Any Banking Service or Activity |
Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation. Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Equal Housing Lender 
. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
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