Incoming Wire Transfer Instructions Cash Management & Payments

Instructions for making a wire transfer from another bank to your Boston Private account. Includes Routing Number, SWIFT Code, BIC Code. Read more

What to do if your identity is stolen Account Security > Security Resources

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

Recommended Security Controls for Businesses Account Security > Security Resources

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

Standard Online Banking Security Controls for Business Clients Account Security > Security Resources

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

Business Online Banking Security Tips Account Security

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

Standard Mobile Banking Security Controls for Business Clients Account Security > Security Resources

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

Set a Travel Notice General

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

ATM and Debit Card Security Tips Account Security

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

How to Dispute a Transaction Account Security

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

Loan Payoff Quote Instructions General

To process your request as quickly as possible, please send a written request including: Read more

Report a Lost or Stolen Card General

If you believe you have lost your card or if it has been stolen, follow these steps. Read more

Home Screen Overview Digital Banking > Getting Started

Get oriented to the Home Screen and menu system. Read more

Enabling Touch ID or Face ID on iOS Digital Banking > Getting Started

How to enable TouchI D or Face ID on Apple iOS devices. Read more

Account Details & History Digital Banking > Getting Started

Learn how to review your account details by selecting an account and viewing the available information. View transaction history, search, filter and export the results. Read more

Business User Management Digital Banking > Settings & Reports

Learn how to manage users in the Business Edition of Digital Banking. Read more

Managing Digital Banking Alerts Digital Banking > Getting Started

Learn the basics of setting up user-level alerts for low balance, check clearance or executed transactions. Read more

Secure Messages Digital Banking > Getting Started

Secure Messaging allows for two-way communication between you and our support team. Since the message is delivered securely within the Online Banking system, sensitive material and information can be included... attachments, too. Read more

Enroll in Business Bill Pay Digital Banking > Bill Payment

Instructions for how to enroll in Business Bill Pay. Read more

Managing Users in Business Bill Pay Digital Banking > Bill Payment

Instructions for how to add new users to your Business Bill Pay service. Read more

How to reset your Password in Digital Banking Digital Banking > Settings & Reports

The following instructions will guide you through resetting your Digital Banking Password. Read more