How to set up an appointment

Mobile app instructions Computer instructions

In the Mobile app:1

Get started by clicking on the guided demo button

Try our guided demo and see how easy it is.

Guided demo
  1. Log in to the Mobile app, tap Menu, scroll down to Help and Support and select Contact Us.
  2. Type “schedule an appointment”, tap the red arrow, then Let’s go.
  3. Choose a topic, select Next and enter appointment details.
  4. Confirm contact information and select Done. Review and click Make Appointment – you’ll receive confirmation.
Meet Erica, your virtual financial assistant in the Bank of America mobile app

Erica® can help you set up an appointment and much more.2 Log in to the Mobile app and tap the Erica icon to get started.

In Online Banking:

  1. Go to bankofamerica.com and select Schedule an Appointment on the left side of the page.
  2. Follow onscreen prompts to choose appointment details and select Next.
  3. Select Log in to pre‑fill your information or Continue without logging in.
  4. Enter the requested information, review and select Make an appointment – you'll receive confirmation.
Set up an appointment

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