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

Multi-Wire Payment Creation New Digital Banking > Moving Money

Multi-Wire Payment Creation 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

Corporate Information Reporting New Digital Banking > Settings & Reports

Corporate Information Reporting 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

Recipient Management New Digital Banking > Moving Money

A ‘Recipient’ is an individual or company which is either debited or credited via ACH or wire. 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

ACH File Import New Digital Banking > Moving Money

Learn how to upload and create ACH Batches from a NACHA or CSV file. Read more

Internal Multi-Account Transfer New Digital Banking > Moving Money

Learn how to make Internal multi-account transfers. Read more

Account Label Management New Digital Banking > Settings & Reports

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

Managing User Roles New Digital Banking > Settings & Reports

User Roles are created to control feature entitlements and dollar limits for one or more company users. Read more

Corporate User Management New Digital Banking > Settings & Reports

Learn how to add/remove or modify your users in the Corporate Edition of Digital Banking 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