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 New 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 New 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 New 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 New Digital Banking > Moving Money

Split Transactions Read more

Tax Payments New Digital Banking > Moving Money

Tax Payments Read more

Account Label Management New 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

Overview of Touch ID Current Online Banking

Touch ID is now available on all iPhone mobile applications. This is an overview of how to take advantage of this feature. Read more

How to Install and Use the Soft Token App Current Online Banking

The VIP Access soft token provides enhanced security when performing payments in online banking and approving payments via the Boston Private Business Mobile App. 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

Customizable Favorite Accounts Current Online Banking

February 22, 2018 | Favorite Accounts now have no limit to the number of accounts you choose. All accounts set as a favorite will appear on your Home screen. Read more

Spendable Balance Update Current Online Banking

February 22, 2018 | Spendable Balance provides you more details about the amount of money you have available to use, allowing you to better plan for your near-term cash flow. Now, future payments and transfers will be reflected, giving you an even more accurate picture without having to pull out your calculator. 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

Business Mobile Banking Quickstart Guide Current Online Banking

Boston Private’s Business Mobile Banking App offers our Business clients the ability to manage their business accounts from the convenience of a mobile device. Read more

Business Online Banking Sub-User Administration Guide Current Online Banking

The Sub-User Administration tool gives the designated Business Online Banking Sub-User Administrators (SUA) the ability to create, modify, disable and delete other administrators and sub-users on behalf of company. Sub-User Administrators can assign basic account services, access levels and request security tokens for each cash management service per sub-user. Read more

How to Download Transaction History Current Online Banking

The system allows you to download your transaction history in a variety of formats that you can later import into personal finance software, such as Quicken, QuickBooks or Microsoft Money, or spreadsheet software, such as Microsoft Excel or Lotus 1-2-3. Read more