When do you want to come in? Check availability: See all Locations. Map. Note: Select your appointment date from the highlighted calendar days (as early as. What is the benefit of scheduling an appointment online? Speak to a specialist at a time that works for you - without waiting in line. Tell us in advance what you'd like to talk about so that we can prepare. Make sure there's a specialist at the financial center who can answer your questions. Sign in to the mobile app · Scroll down to Meet with a Specialist · Select the Schedule an Appointment link.