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Make an Appointment

We know your time is valuable.
Our specialists are ready to help at your convenience.
What would you like to meet with us about?
  • Checking and savings
  • Auto loans
  • Preferred Rewards
  • General banking
  • Mortgage
  • Refinance
  • Home equity
  • Business checking and savings
  • Business credit cards
  • Cash management
  • Retirement planning
  • IRAs and 401(k)s
  • Investing
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You already have two appointments pending.

Merrill Lynch Wealth Management Client Service

As a Merrill Lynch Wealth Management Client Service member, you can call to speak with your Financial Advisor and receive specialized services, personalized just for you. Please call 1.800.Merrill (1.800.637.7455), 24 hours a day, 7 days a week.

However, you can still make an appointment to visit a banking center and talk to an Associate there about other, non-Wealth Management Client Service topics.

U.S. Trust Client Service

As a U.S. Trust Service client, you can call to speak with your Relationship Team and receive specialized services, personalized just for you. Please call 1.800.USTrust (1.800.878.7878), 24 hours a day, 7 days a week.

However, you can still make an appointment to visit a banking center and talk to an Associate there about other, non-U.S Trust Client Service topics.

What is the benefit of scheduling an appointment online?

Scheduling an appointment offers you a convenient way to save time and make the most of your meeting with us. Scheduling an appointment allows you to:

  • 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 banking center who can answer your questions
Can I still go directly to my banking center and meet with an associate without making an appointment?
Yes, you can visit a banking center without an appointment.
My topic isn't listed here. Can I still make an appointment?
Yes. If your specific need isn't listed, please choose the topic that's most similar. You can also use the comments section to include more detail about what you'd like to discuss.