Our financial services specialists and relationship managers are here for you. Learn more about the Signature Services we provide, then schedule an appointment so we can help you with your specific needs — We want to understand your priorities and help you build a plan.
Losing someone can be stressful. Navigating their financial affairs doesn't have to be.
Explore estate services
Needed for many securities transfers. Provided free of charge to our clients.
Explore medallion services
We can assist you with the unique needs of financially caring for aging parents and loved ones.
Explore elder financial care
Available at no cost in many of our financial centers.
Recent marriage or divorce? We can help you update your account name, ownership, payable on death (POD) beneficiaries and more.
See what's needed for account updates
You can designate someone to act on your behalf so they can assist you with handling your finances.
Explore power of attorney services
Losing someone can be stressful. Navigating their financial affairs doesn't have to be.
Explore estate services
Needed for many securities transfers. Provided free of charge to our clients.
Explore medallion services
We can assist you with the unique needs of financially caring for aging parents and loved ones.
Explore elder financial care
Available at no cost in many of our financial centers.
Recent marriage or divorce? We can help you update your account name, ownership, payable on death (POD) beneficiaries and more.
See what's needed for account updates
You can designate someone to act on your behalf so they can assist you with handling your finances.
Explore power of attorney services
Losing someone can be stressful. Navigating their financial affairs doesn't have to be.
Explore estate services
Needed for many securities transfers. Provided free of charge to our clients.
Explore medallion services
We can assist you with the unique needs of financially caring for aging parents and loved ones.
Explore elder financial care
Available at no cost in many of our financial centers.
Recent marriage or divorce? We can help you update your account name, ownership, payable on death (POD) beneficiaries and more.
See what's needed for account updates
You can designate someone to act on your behalf so they can assist you with handling your finances.
Explore power of attorney services
For digital resources, check out our digital banking capabilities and learn how you can use our tools to better manage your finances. Bank of America Life Plan ® is a powerful, convenient tool that helps you set and track your short- and long-term financial goals. Erica is available 24/7 to offer personalized, proactive guidance.
Important Disclosures and Information
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:
Banking, 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. Bank of America, N.A. Equal Housing Lender new window . 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.