Step 1 - Provide Information About You and Create Login Information

Add an Account

Fund Details

Account Access

Investment Options

Fields marked with are required.

Create Your Profile

Please fill in the form below to activate your user account. Please note that email address is required for on-line access.

Prefix

First Name

Last Name

Email Address Important Note - A valid client email address must be provided in order to successfully receive any account activity notifications by e-delivery. If the email address provided is invalid, the donor will not receive critical notifications when activity and their corresponding documents have been posted to their account.

Phone Number

Ext.

Mailing Address

Address Line #2

City

State

ZIP

Outside the United States

Country of Residence

Country of Citizenship

If the United States is not your residence or you are not a United States citizen, your account opening timeframe may exceed the standard stated after you have submitted this online application.

SSN

Confirm SSN

Birth Date

(Format: mmddyyyy)

Confirm Birth Date

What is Your Role?

Login Information

Username

New Password Due to increased security requirements, your password must be a minimum of 8 characters in total length.

Confirm Password

Choose a Security Question

Security Question Answer

Confirm Answer

Choose a Security Question

Security Question Answer

Confirm Answer

Choose a Security Question

Security Question Answer

Confirm Answer

Choose a Security Question

Security Question Answer

Confirm Answer

Choose a Security Question

Security Question Answer

Confirm Answer

Choose a Security Question

Security Question Answer

Confirm Answer

Charitable Gift Fund Information

Fund Name

Please choose a name for your donor advised fund. Funds are often named for the Donor, the Donor's family or the account's charitable purpose. Examples: "The Johnson Donor Advised Fund", "The Smith Family Fund", "The Spencer Special Needs Program"

The Bank of America Charitable Gift Fund does not permit the naming of funds as a "Foundation" or "Trust". Examples: "The Smith Family Foundation" or "The Smith Family Trust".

Unless you request anonymity, your fund name will be used on all correspondence with charitable organizations that receive grants from your fund. Enter the name exactly as you want it to appear.

Last Name of Donor

Primary Charitable Purpose:

Do you have a Merrill Lynch Financial Advisor, U.S. Trust Advisor, or other Bank of America Advisor?

Yes