Simplify your everyday banking by managing all of your finances across all of your devices within a single, secure platform.
Looking for more?
Check out more videos in the Private Client Help & Support site.
Take a Walk-Through
Ready to explore the features further? Check our our Getting Started series of videos to take a tour of the new interface and get familiar with the functionality.
- Know what you need to do to get ready for the conversion with our Private Client Checklist.
- Learn how your current information will or will not migrate to the new platform with our Private Client Information Migration Reference.
- Keep yourself organized and on top of training with our Resource Library Guide for Private Client Edition Users.
The help you need to get started.
Whether you're curious about the new features, or want to make sure you're comfortable with how your information is migrated, we're here to help you get the most out of our new platform.
Secure. Simple. Powerful.
One Interface on Every Device
Whether you use our desktop version or mobile app, the menus and most functionality are the same so you don’t have to hunt for what you need.
For Wealth Management Clients
Gain visibility to your Boston Private Wealth Management accounts inside Digital Banking, giving you a more complete picture of your whole relationship.
Get the Full Picture
Get a full picture of your net worth and cash flow by pulling together your checking, savings, lending and investment accounts both at Boston Private and other institutions.
No need to call or fax forms. Initiate wire transfers from within the Digital Banking platform’s secure environment.
We’ve made it easy to add view-only users so you can collaborate with accountants and to help make you successful without the hassle of pulling statements and transaction reports for them every month.
Help When You Need It
Talk to us. We’re here to help. With extended support hours and thoughtfully designed Help & Support content you can browse on your own, we are here to make sure you’re successful.
Peace of mind that your accounts are secured with device-aware, multi-factor authentication and continuously monitored for suspicious behavior, but don’t get in the way when you just need to get something done.
Full Feature List
- Custom Nicknames & Account Groups
- Transaction Filter & Download
- View Check Images
Money Movement Options
- Internal & External Transfers
- Loan Payments
- Domestic Wire Transfers
- Mobile Check Deposit
- Bill Pay
Personal Financial Management
- External Account Aggregation
- Assets, Liabilities and Net Worth
- Spend Tracking Categories
- Alerts & Notifications Management
- View Statements
Secure Messaging & Requests
- Stop Payments
- Change of Address
- Travel Notifications
- Additional User Access
- Integrate with Quicken