Bank of America Financial Center Services FAQs (2024)

Bank of America

Signin
Log in
Locations

Select Your State

Please tell us where you bank so we can give you accurate rate and fee information for your location.

Expand all panels

Use our locator tool or use the Locations function in our Mobile Banking app to find a convenient financial center near you.

If an advisor or the firm is registered
What has been disclosed to regulators
About an advisor's past experience
What an advisor or firm is qualified to do

Important notice: you are now leaving Merrill

By clicking \"Continue\", you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.

You can close this window to return to the previous page, or you can close the new window after you leave.

",btnText1:"Continue",btnText2:{bol:"Cancel"},modalHeaderBg:{bol:""}},"bol-SIPC":{header:"Benefits OnLine®",body:"

Important notice: you are now leaving Merrill

By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.

You can click the Cancel button now to return to the previous page, or you can close the new window after you leave.

It's possible that the content, applications and other documents related with specific products and services on that page may only be available in English. Before choosing a product or service, please make sure you have read and understood all terms and conditions provided.

",btnText1:"Continue",btnText2:{edge:"Cancel",enterprise:"Cancel","co-brand":"Cancel",default:"Cancel"},modalHeaderBg:{edge:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-logos-interstitial_flagscape_me-CSXb53cb424.svg",enterprise:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-logos-interstitial_flagscape_enterprise-CSX80c69fda.svg","enterprise-two":"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-logos-interstitial_flagscape_enterprise2-CSX9fa01af2.svg","co-brand":"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-logos-interstitial_flagscape_bank-CSXc6912ac.svg","small-biz":"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-logos-interstitial_flagscape_small_biz-CSX2836a386.svg",default:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-logos-interstitial_flagscape_bank-CSXc6912ac.svg"}},"leaving-and-language":{header:"You're continuing to another website",body:"

You're continuing to another website that Bank of America doesn't own or operate. Its owner is solely responsible for the website's content, offerings and level of security, so please refer to the website's posted privacy policy and terms of use.

Loading . . .

",btnText1:"Continue",btnText2:{bol:"Cancel"},modalHeaderBg:{bol:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-logos-interstitial_flagscape_me-CSXb53cb424.svg"}}},bankHolidays:["01/01/2020","01/20/2020","02/17/2020","05/25/2020","09/07/2020","10/12/2020","11/11/2020","11/26/2020","12/25/2020","01/01/2021","01/18/2021","02/15/2021","05/31/2021","07/05/2021","09/06/2021","10/11/2021","11/11/2021","11/25/2021","12/25/2021","01/01/2022","01/17/2022","02/21/2022","05/30/2022","06/20/2022","07/04/2022","09/05/2022","10/10/2022","11/11/2022","11/24/2022","12/25/2022","01/02/2023","01/16/2023","02/20/2023","05/29/2023","06/19/2023","07/04/2023","09/04/2023","10/09/2023","11/11/2023","11/23/2023","12/25/2023","01/01/2024","01/15/2024","02/19/2024","05/27/2024","06/19/2024","07/04/2024","09/02/2024","10/14/2024","11/11/2024","11/28/2024","12/25/2024","01/01/2025","01/20/2025","02/17/2025","05/26/2025","06/19/2025","07/04/2025","09/01/2025","10/13/2025","11/11/2025","11/27/2025","12/25/2025","01/01/2026","01/19/2026","02/16/2026","05/25/2026","06/19/2026","07/04/2026","09/07/2026","10/12/2026","11/11/2026","11/26/2026","12/25/2026","01/01/2027","01/18/2027","02/15/2027","05/31/2027","06/19/2027","07/05/2027","09/06/2027","10/11/2027","11/11/2027","11/25/2027","12/25/2027"],validationErrors:{validationErrorTitle:"[errorMessages.length] items need your attention",alphaOnly:"Enter only letters.",numberOnly:"Enter only numbers.",noNumbers:"Do not enter numbers.",alphaNumeric:"Enter only letters and numbers.",nameCharacters:{allowSpecialChars:"Enter only letters, spaces, apostrophes ('), periods (.) and hyphens (-).",noSpecialChars:"Enter only letters and spaces."},mailingAddress:"Enter a valid mailing address. (No P.O. Boxes)",streetAddress:"Start with a letter or number and follow with only letters, numbers, spaces, hyphens (-), slashes (/), periods (.) and pound signs (#).",cityCounty:"Start with a letter and follow with only letters, spaces and hyphens (-).",cityCanada:"Start with a letter and follow with only letters, spaces, periods (.), commas (,), apostrophes (') and hyphens (-).",stateCode:"Enter only letters.",intlStreetAddress:"Enter only letters, numbers, spaces, hyphens (-), slashes (/), periods (.), commas (,), apostrophes (') and pound signs (#).",unitNumber:"Enter only letters, numbers, spaces, hyphens (-), periods (.), apostrophes (') and pound signs (#).",phone:"Enter exactly 10 digits.",email:"Enter only letters, numbers, dots (.), underscores (_) and hyphens (-) in the format xxx@xxx.xxx.",phoneOrEmail:"Enter a 10-digit phone number or an email address using only letters, numbers, dots (.), underscores (_) and hyphens (-) in the format xxx@xxx.xxx.",zip:"Enter the 5- or 9-digit ZIP code in the format ##### or #####-####.",ssn:"Enter exactly 9 digits.",ein:"Enter exactly 9 digits.",idCharacters:"Enter only letters, numbers and asterisks (*).",numericValue:"Enter only numbers with up to $0 decimal place(s).",integer:"Enter only whole numbers (no decimals).",currency:"Enter only numbers and a decimal.",dateFormat:{fullDate:"Enter a valid month, day and year separated by non-numeric characters (MM/DD/YYYY).",monthYearDate:"Enter a valid month and year separated by non-numeric characters (MM/YYYY)."},startDate:"Enter a date on or after $0.",endDate:"Enter a date on or before $0.",dateRange:"Enter a date between $0 and $1.",minLength:"Enter at least $0 characters.",maxLength:"Enter no more than $0 characters.",lengthRange:"Enter between $0 and $1 characters.",minValue:"Enter a numeric value of $0 or more.",maxValue:"Enter a numeric value of $0 or less.",valueRange:"Enter a numeric value between $0 and $1.",multipleOf:"Enter a multiple of $0.",maxRepeatedChar:"$0 repeated too much. Please enter a different value.",isNotSingleRepeatingChar:"$0 is not a valid value.",sameAsField:"Enter a value that matches $0.",notSameAsField:"Enter a value different from $0.",isNotValue:"Enter a valid $0.",customPattern:"***You must supply a custom message when using the 'customerPattern' rule***",customFunction:"***You must supply a custom message when using the 'customFunction' rule***",required:"This field is required",namePrefix:"Enter only letters.",nameSuffix:"Enter only letters.",nameGeneration:"Enter only letters.","AML.firstName":"$0 is not a valid value.","AML.middleName":"$0 is not a valid value.","AML.lastName":"$0 is not a valid value.","AML.namePrefix":"$0 is not a valid value.","AML.nameSuffix":"$0 is not a valid value.","AML.nameGeneration":"$0 is not a valid value.","AML.businessName":"$0 is not a valid value.","AML.addressLine1":"$0 is not a valid value.","AML.addressLine2":"$0 is not a valid value.","AML.cityCounty":"$0 is not a valid value.","AML.stateCode":"$0 is not a valid value.","AML.zipCode":"$0 is not a valid value.","AML.countryCode":"$0 is not a valid value.","AML.dateOfBirth":"$0 is not a valid value.","AML.ssn":"Enter a valid SSN value.","AML.tin":"Enter a valid TIN value.","AML.itin":"Enter a valid ITIN value.","AML.ein":"Enter a valid EIN value."},formErrorMessaging:{btnHideErrors:"Hide additional errors",btnShowErrors:"Show additional errors"},inputs:{openHelp:"Open information for ",closeHelp:"Close information for ",textareaCharRemaining:"characters remaining.",textareaLimitExceeded:"Limit exceeded.",masking:{actions:{hide:"Hide",show:"Show"},inactive:"The value of this field will be hidden from view when not active",instructions:{default:"this value",message:"(the value will be hidden again in 5 seconds)"},securityText:"This value has been hidden for security reasons"}},inputsCombobox:{inputLabel:"Search",ariaLabel:"Search",searchBtn:"Search",dataSearching:"Searching",noDataErrorTitle:"Searching",noDataError:"No results or we are unable to retrieve your data.",controlReset:"Reset",controlToggleOpen:"Toggle",inputInvalid:"Enter a valid value."},favicons:{links:[{rel:"apple-touch-icon",sizes:"180x180",href:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-favicon-apple-touch-icon-CSX889b28c.png"},{rel:"icon",sizes:"32x32",type:"image/png",href:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-favicon-favicon-32x32-CSX704d6b21.png"},{rel:"icon",sizes:"16x16",type:"image/png",href:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-favicon-favicon-16x16-CSXaaa5ca4e.png"},{rel:"icon",sizes:"192x192",href:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-favicon-android-chrome-192x192-CSXafb7d716.png"},{rel:"mask-icon",color:"#6e6e6e",href:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-favicon-safari-pinned-tab-CSX1aebeef6.svg"},{rel:"shortcut icon",href:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-favicon-favicon-CSX8d65d6e4.ico"}],metas:[{name:"msapplication-TileColor",content:"#ffffff"},{name:"msapplication-TileImage",content:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-favicon-mstile-144x144-CSX80890b22.png"},{name:"theme-color",content:"#ffffff"}]},structuredData:{corporation:{context:"https://schema.org",type:"Corporation",name:"Bank of America",url:"https://www.bankofamerica.com/",logo:"https://www.bankofamerica.com/content/images/ContextualSiteGraphics/Logos/en_US/logos/bac-logo-v2.png"},organization:{context:"https://schema.org",type:"Organization",name:"Bank of America",url:"https://www.bankofamerica.com/",logo:"https://www.bankofamerica.com/content/images/ContextualSiteGraphics/Logos/en_US/logos/bac-logo-v2.png"}},messagingIcons:{warning:'',error:'',info:'',success:''},messageIconText:{warning:"warning",error:"error",info:"info",success:"success"},accordions:{statusIconADAText:{error:", contains an error message",warning:", contains an warning message",success:", contains a success message"}},squeezeboxes:{statusIconADAText:{error:", contains an error message",warning:", contains an warning message",success:", contains a success message"}},tabNavigation:{dropdown:"entering dropdown menu layer"},smallImage:"https://www2.bac-assets.com/help/spa-assets/images/assets-images-global-small.png",video:{play:"Play video",replay:"Replay video",pause:"Pause video",rewind:"Rewind video","fast-forward":"Fast-forward video",captions:{enable:{titleAttr:"Captions toggle",ariaLabel:"Enable closed captioning",string:"Press enter to enable closed captioning."},disable:{titleAttr:"Captions toggle",ariaLabel:"Disable closed captioning",string:"Press enter to disable closed captioning."}},fullscreen:{on:{titleAttr:"Full-screen toggle",string:"Press enter to enable full-screen mode"},off:{titleAttr:"Full-screen toggle",string:"Press enter to exit full-screen mode"}},transcript:{header:"Transcript",show:"View transcript",hide:"Hide transcript",collapsed:"Transcript collapsed",expanded:"Transcript expanded"},"time-elapsed":"00:00","time-total":"00:00","volume-up":"Volume up","volume-down":"Volume down","volume-control":{titleAttr:"Volume control",ariaLabel:"Press enter to activate volume control. Use the Up and Down arrow keys to adjust the volume."},status:{loadingStarted:"Loading video",loadingComplete:"Loading complete"}},pagination:{first:"First",previous:"Previous",next:"Next",last:"Last",showing:"Showing",showingNext:"Showing next",to:"to",of:"of",display:"Rows",pageType:"Page",rowsPerPage:"Rows per page",results:"results",for:"for",showMoreRows:"Show more rows",selectNumberOfResults:"Select the number of results per page that you would like displayed",selectPageNumber:"Select the page number that you would like displayed"},dataTable:{noDataErrorTitle:"Alert",noDataError:"We are currently unable to retrieve your data. Please try again later.",sorting:{iconSortable:"column is sortable",iconDirection:"column is sorted",directionAsc:"ascending",directionDsc:"descending"}},chips:{groupFilterLabel:"Filter Options",chipReset:"Reset [chipText] options [chipValue] back to default."},spinner:{cancelBtn:"Cancel",retryBtn:"Try again"},whiteListDomains:{allEnv:["bankofamerica.com","bofa.com","bofacapital.com","merrill.com","merrilledge.com","merrillhomeloans.com","ml.com","mymerrill.com","octavebenefits.com","totalmerrill.com","ustrust.com"],nonProdEnvOnly:["bamlqa.com","merrillsit1.com","merrillsit2.com","mymerrillpl1.com","mymerrillpl2.com","salesforce.com","ustrustqa.com","visual.force.com"]},carousels:{ariaLabelPrev:"Previous",ariaLabelNext:"Next",ariaLabel:"Slide [slideIndex] of [slidesLength]"},skeletonLoader:{pageLoadingStart:"Page loading started",pageLoadingComplete:"Page loading complete",pageLoadingMultiStart:"One or more page sections are loading",pageLoadingMultiComplete:"All page sections are now loaded",sectionLoadingStart:"Section loading in progress",sectionLoadingComplete:"Section loading complete"},progressStepper:{complete:"complete",incomplete:"incomplete",current:"current",error:"error",statusText:"Status: ",stepText:"step",stepTextOf:"of",statusSpacer:" with "}}},e.spaParams.experiencesPath="https://uat-dev1-helix.bac-assets.com/help/help/spa-assets/experiences/experiences-CSX80ea48cc.json",e.spaParams.siteParams={languages:{default:"en",languages:["en"]},inlineCode:!0,isProd:!0,tagging:{cm:{active:!0}},stateSwitch:{targetStateEngagement:"UT, NC, SC, DE, KS, KY, TN, AZ, OK, RI, MS, MA, GA, CT, NY, AL, ME, PA, NJ, MO, VA, IA, LA, NM, FL, OR, NV, CO, AR, IL, MD, MI, MN, OH, TX, VT, WA, CA, NH, IN, DC"},secureHost:"https://secure.bankofamerica.com",showEsVersion:!1,ddo:{load_glance:!0,load_cobrowse:!0},env:"prod2_h_w",domain:{hostname:"www.bankofamerica.com",ssl:!0},cdn:{host:"https://www2.bac-assets.com/",enabled:!0},cms:{host:"https://secure2.bac-assets.com/"},contentSecurityPolicy:{javascript:{allowedDomains:[],allowedSources:[]},css:{allowedDomains:[],allowedSources:[]},workers:{allowedSources:[]},hashingMethod:"sha256"},headScripts:{},vueMajorVersion:2},e.spaParams.pageParams={pageID:"financial-center-faqs",ddo:{page:{pageInfo:[{pageID:"GenBanking:Content:FAQ;FinancialCenter",destinationURL:null,referringURL:null,issueDate:null,language:"{language}",segmentValue:null,appName:null,appStepNumber:null,appStepName:null,attr:"-_--_--_--_--_--_--_--_--_--_--_--_--_--_-"}],category:{primaryCategory:"GenBanking:Content:Help",addlCategory:null,pageType:null},attributes:{searchString:null,searchResults:null,olbSessionID:null,subCampaignCode:null,DARTUrl:null,stateCookie:null,standardDART:[],clickDART:[]}},load_touchcommerce:!1,user:{segment:null},originalPath:"site/help/ddo/financial-center-faqs.json"},languages:{default:"en",languages:["en"]}},e.spaParams.onDemandModules={},e.spaParams.brand="",e.spaParams.isSPA=!1,e.spaParams.enableProxy=!1,e.spaParams.buildTimestamp="1716984219971",e.spaParams.disableJcrManifestTimestamp=!1}(window);var global=global||window,handlebars=window.Handlebars;window.sparta.spaRules=[]