Positive Pay is being updated. Here are the new features being launched. Read more

How to complete the online application - 3508 Standard (Longer Form). Read more

How to continue an application you have previously saved and how to upload additional documents. Read more

How to complete the online application form 3508EZ. Read more

How to complete the first section and choose the online forgiveness form that is right for you. Read more

How to login to the client portal and begin your forgiveness application. Read more

How to switch application paths from the EZ form to the 3508 longer form. Read more

The LIBOR interest rate benchmark will be phased out at the end of 2021. As such, financial institutions cannot rely on LIBOR being available after that time, and will have to identify a suitable alternative index. Read more

Instructions on how to check the status of your forgiveness application within the portal. Read more

An overview of what documents you need to provide to support your PPP forgiveness application, and where to upload those documents in Boston Private’s PPP Forgiveness Portal. Read more

Frequently asked questions about The Paycheck Protection Program. The Paycheck Protection Program provides forgivable loans to small businesses to help them pay their employees and cover other eligible expenses during the COVID-19 crisis. Loans are up to $10 million and can be forgiven for the full amount. Read more

What to do if you're getting an "Access Denied" error message when trying to access Digital Banking. 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