Disabling Blocked Cookies to Access Bill Pay Digital Banking > Bill Payment

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

PositivePay - Uploading a Check Issued File Digital Banking > Cash Management Services

Read these instructions to learn how to upload a check issued file in PositivePay. Read more

Accessing Positive Pay in Digital Banking Digital Banking > Cash Management Services

How to access PositivePay functionality from within Digital Banking. Read more

PositivePay - Mobile Exception Decisions Digital Banking > Cash Management Services

Make exception decisions on the go, right in the Digital Banking mobile app. Read more

Updating your Intuit Connections to Digital Banking Digital Banking > Settings & Reports

Review the instructions for how to convert your Quicken, Quickbooks and Mint.com connections to the new Digital Banking platform. Read more

First Time Login for Converting Users Digital Banking > Getting Started

Instructions for how to login to the new Digital Banking platform for users of Online Banking prior to November 13th, 2019. Read more

Digital Banking Security Controls for Business Clients Account Security > Security Resources

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

Digital Banking Glossary of Terms - Business & Corporate Digital Banking > Getting Started

If you're getting to know the Digital Banking platform, you'll need to start out by understanding these key terms. Read more

Transfers Between Accounts Digital Banking > Moving Money

Learn how to create one-time, scheduled or recurring transfers between accounts you can access at Boston Private. Read more

Activity Center Digital Banking > Moving Money

'Activity Center' lists all user activity initiated from within Digital Banking, including scheduled and recurring transfers and payments. Read more

Split Payroll Payments Digital Banking > Moving Money

Split Transactions Read more

Tax Payments Digital Banking > Moving Money

Tax Payments Read more

Account Label Management Digital Banking > Settings & Reports

Account Labeling allows you to group accounts for easy identification. Read more

Business Wire Guide Cash Management & Payments

The following information is provided to our clients as a reference for how Businesses may use our wire services. Read more

Text (SMS) Fraud Monitoring Account Security > Security Services & Software

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

Understanding Beneficial Ownership Certification General

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

How to Use Boston Private's Secure Mail Server Account Security > Security Services & Software

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

IRS Bulletin on Tax Fraud: Email Phishing Combines W-2 Theft and Wire Fraud Account Security > Security Notices

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

CardValet Frequently Asked Questions General

A brief overview of frequently asked questions about our CardValet service. Read more

How to Create a Strong Password Account Security > Security Resources

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