We sincerely appreciate your patience and assure you that Boston Private has made the Paycheck Protection Program (“PPP”) a priority to assist our valued clients. We are experiencing a substantial volume of applications and we are working diligently to review. Boston Private cannot guaranty loan approval or funds availability. 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

We’re dedicated to helping you meet your banking requirements, and have business continuity plans in place to support that commitment in any environment. Our Business Continuity Manager works with each business unit to develop effective, risk-appropriate solutions so that we can quickly resume critical business functions and minimize financial risk. Read more

We have designed a Third Party Risk Management (TPRM) Program in accordance with industry best practices, regulatory, and state requirements. Boston Private’s TPRM program is designed to identify and reduce strategic, operational, financial, reputational, and cyber risks to the organization. We also ensure that our third parties comply with regulations and protect client information. Read more

We have established the following standard Digital Banking security controls that you should be familiar with. 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

To minimize the damage, protect yourself from further harm, and repair your good reputation and credit, it is important to take immediate action such as the steps listed below. Read more

Businesses can help prevent fraud by implementing these controls. Read more

In addition to our standard security controls, Boston Private recommends that you consider the implementation of the following business and technology security practices to further mitigate the risk of online fraud. Read more

For business accounts, we have established the following standard Mobile Banking security controls. Read more

When traveling abroad, we recommend that you notify us of your travel plans at least 24 hours in advance. Notify your relationship manager directly, or contact your local banking office where our staff would be happy to help Read more

Automated Teller Machines (ATMs) provide a convenient way to access your account, however, they are also a target for fraudsters and other criminals. To protect your identify and ensure your personal safety, we recommend you exercise caution when using an ATM or when using your ATM or Debit Card. Read more

If you believe your account has been subject to an incorrect, unauthorized, or unrecognized electronic fund transfer, you can ask the bank to investigate. Read more