

Schedule an appointment Schedule an appointment Schedule an appointment
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Be sure to bring your government-issued photo ID plus contact information (name, address, phone number and email) for the person you want to designate as your trusted contact. Simply schedule an appointment to start your request with a financial center associate.
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Learn more and see how to set up a trusted contact Learn more and see how to set up a trusted contact Learn more and see how to set up a trusted contact Bank of America is the first major bank to allow consumer clients to designate a trusted contact - someone we're able to reach out to in order to confirm information and address suspicious activity. This is another way to help guard against financial exploitation. See how to add an owner to an account See how to add an owner to an account See how to add an owner to an account Plan ahead: While you're still healthy, determine whether you want to add a trusted family member or friend to your account as a co-owner to help manage your finances. Learn more about power of attorney services Learn more about power of attorney services Learn more about power of attorney services A power of attorney can permit someone you trust to act on your behalf in financial matters such as filing taxes, selling property, refinancing a mortgage and depositing or cashing checks.


You can also find help in your community by using the Eldercare Locator layer find help in your community by using the Eldercare Locator layer find help in your community by using the Eldercare Locator layer, a public service of the U.S. If you become concerned that you or an older family member or friend is being financially abused or is the victim of fraud, you should report suspicious communications or transactions report suspicious communications or transactions report suspicious communications or transactions immediately.
