About scheduling an appointment online
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.
Scheduling and managing your appointment online
The day of your appointment
Generally, 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 have at least one from this list)
Secondary ID List (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.
Name/Legal Name of Entity
Personal
Business
Date of Birth
Identification Number
Evidence of Legal Status
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
Corporation
Limited Liability Corporation
Association
Partnership
Limited Partnership
Limited Liability Partnership
Foreign Companies
Telephone appointments