Resources for
Topics
If you are experiencing a "Blocked Cookies" warning message, you may need to change your browser settings for your system to be compatible with our Bill Pay service. Read more
Read these instructions to learn how to upload a check issued file in PositivePay. Read more
How to access PositivePay functionality from within Digital Banking. Read more
Make exception decisions on the go, right in the Digital Banking mobile app. Read more
Instructions for how to login to the new Digital Banking platform for users of Online Banking prior to November 13th, 2019. Read more
We have established the following standard Digital Banking security controls that you should be familiar with. Read more
If you're getting to know the Digital Banking platform, you'll need to start out by understanding these key terms. Read more
Learn how to create one-time, scheduled or recurring transfers between accounts you can access at Boston Private. Read more
'Activity Center' lists all user activity initiated from within Digital Banking, including scheduled and recurring transfers and payments. Read more
Split Transactions Read more
Tax Payments Read more
Account Labeling allows you to group accounts for easy identification. Read more
The following information is provided to our clients as a reference for how Businesses may use our wire services. Read more
With interactive fraud alerts, if our system detects suspicious activity on your card, you’ll receive a text message with details about the suspected transaction. All you have to do is respond to the text to confirm the transaction. Read more
To help fight financial crime and terrorist financing, the U.S. Government passed a new regulation making it mandatory for financial institutions to collect information on beneficial owners of legal entity clients. This regulation was enacted to provide greater transparency into company structures where the people behind the structure may be hidden, and to better protect the U.S. financial system. Read more
When a Secure encrypted Mail message is sent to you from Boston Private, you will receive a separate email notification from the sender that will contain instructions on how to retrieve the encrypted message. Here are instructions on how to use the tool. Read more
February 9, 2018 | The Internal Revenue Service has issued an advisory bulletin to all tax professionals, employers, and other tax payers about tax form related phishing campaigns, including several new variations that combine W-2 scams with business email compromise (BEC) and wire transfer fraud. Read more
A brief overview of frequently asked questions about our CardValet service. Read more
When creating accounts online, banking or otherwise, it is recommended that you create a strong password that is difficult to crack or guess. A strong password should aim to be 12 characters, contain numbers, symbols, capital letters, lower case letters, cannot be found in a dictionary and would not be obvious to someone who has had a conversation with you. It seems complex and hard to remember—provided below is a way to decide on a new password. Read more
Instructions for making a wire transfer from another bank to your Boston Private account. Includes Routing Number, SWIFT Code, BIC Code. Read more