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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:
Yes, you can visit a financial center without 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.
Secure area
If your appointment is with a Merrill Financial Solutions Advisor, you should be aware that a Merrill Financial Solutions Advisor can provide solutions that include FDIC insured deposit products with Bank of America and non-FDIC insured investment products from Merrill.
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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