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As a security precaution, if there is no additional activity in your online banking session, the session will end and you will be brought to the home page.
If you are still working in your online banking session, choose OK to continue.
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.
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.
In circumstances where appointments are not available at your preferred location, phone appointments and self-service options remain available. If you still prefer to schedule an in-person appointment, 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.
In Online Banking, visit Schedule an Appointment. Log in or enter your email or confirmation number to find the appointment you want to change, then edit or cancel it.
Or, in the mobile app, tap the Erica icon and ask to "edit appointment" or "cancel appointment". If you have any existing appointments that are eligible to be edited or cancelled, you can do so from the choices provided.
In Online Banking, enter the same email address you used when you scheduled your appointment. Alternatively, enter the confirmation number you received after you scheduled your appointment.
In the mobile app, tap the Erica icon and say "view past appointments" to see a list of your past appointments.
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.
To find a financial center that has a small business banker, you can search financial centers near you.
Merrill financial solutions advisors can help you create a strategy to pursue what matters most to you. Whether you're saving for a large purchase, retirement, education or general investing, Merrill advisors can help advise you about incorporating solutions such as savings accounts with Bank of America or accounts holding investments such as stocks, bonds, ETFs and mutual funds, with Merrill.
To find a financial center that has a Merrill financial solutions advisor, you can search financial centers near you. Or, you can schedule a phone appointment.
A mortgage lending 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.
To find a financial center that has a mortgage lending specialist, you can search financial centers near you. Or, you can schedule a phone appointment.
Yes, you can speak with a mortgage lending 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:
The type of documentation you need to bring may vary depending on what type of Small Business appointment you're having.
Small business loan application
Learn how to apply.
Small business financing
Learn about small business financing.
Small business banking
Learn about small business banking.
The type of documentation you need to bring may vary depending on what type of home loans appointment you're having.
Mortgage
Learn how to apply.
Home equity line of credit (HELOC)
Learn about home equity.
The type of documentation needed for your notary appointment can vary depending on what you are having notarized.
Learn about notary appointments.
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.
Learn about common account changes.
The type of documentation you need to bring to your medallion signature guarantee appointment may vary.
Learn about medallion signature guarantee.
The type of documentation you need to bring to your estate services appointment may vary.
Learn about estate services.
The type of documentation you need to bring to your power of attorney appointment may vary.
Learn about powers of attorney.
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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