BofA Bills
What does client need to do if external account is showing locked online to pay their credit card from?
Important: If the external account is showing as Locked, tell the client to wait 24 hours to delete and re-add the account. Once the account is showing in an Expired status, the client will be able to delete the account.
What are Daily Essentials?
What must be verified before sending any email or deeplink?
Email address or phone number
Send the appropriate D1 solution
Authorizations initiated from a foreign country expire within this amount of time.
What is 14 business days?
What does a client need to have to qualify for BofA rewards?
All the client needs to have is a qualifying Bank of America personal checking account
True or False - With BofA Bills client's still need to do trial deposits to verify external account.
False, many accounts can be verified without any trial deposits.
Is the child on a Family banking account able to view or activate Deals?
No, only the parents is eligible for deals.
Client is online reviewing account activity but thinks was scammed by a merchant. Which email could you send to help them avoid scams and fraud in the future?
Security center and/or identity theft
These status codes will require a transfer to Consumer Fraud Servicing.
What is CW01 or WASF?
When will BofA rewards anniversary review resume?
November 2026
In November 2025 preferred rewards anniversary reviews were paused in preparation for launch of BofA Rewards
How long does it take for client to get the reward?
In most cases, earned rewards will be distributed to the debit/checking account or credit card account that completed the eligible purchase within 60 calendar days of the transaction posting date. Not all offers earn cash back; some offers earn different rewards.
Client is asking for when their promotion ends on their credit card, which email could you send?
Statements and documents
These client should be offered this type of communication to review their insurance related perks.
What is a benefits kit?
Which tier of BofA Rewards are employees moving to?
Preferred Honors
What are the different options for automatic payments on BofA Bills?
Does client need to activate all Deals before making purchase?
No, some deals are auto activated and don't need to be activated.
This regulation promotes the informed use of credit by requiring disclosures about its terms and costs.
What is Regulation Z?
How many times can a Preferred Honors client get free non-bofa atm withdrawals in a month?
Unlimited for Preferred honors and Premier is unlimited for U.S. and International
No, They can choose
If client had a card replaced how long does it take for it to be eligible for the Deals?
It takes up to five business days for a new account or credit card to become eligible for Deals.
Use this system and this form to update a client's language preference.
PCU on Bolt
Is joining the new BofA Rewards enough to qualify for the monthly maintenance fee waiver?
No. Joining BofA Rewards qualifies the client for the Member tier; however, the Member tier does not waive the monthly maintenance fee. To avoid the MMF, account owners must join BofA Rewards and qualify for the Preferred Plus, Preferred Honors or Premier tier or meet one of the Product specific qualifiers.