Approval Alerts for Drafted Payments Digital Banking > Moving Money

If you have approval entitlements for any corporate payments methods, you can register your preferred method of contact when a payment is drafted and ready for your approval. Read more

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 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

Multi-Wire Payment Creation Digital Banking > Moving Money

Multi-Wire Payment Creation 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

Corporate Information Reporting Digital Banking > Settings & Reports

Corporate Information Reporting 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

Recipient Management 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 Digital Banking > Moving Money

Split Transactions Read more

Tax Payments Digital Banking > Moving Money

Tax Payments Read more

ACH File Import Digital Banking > Moving Money

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

Internal Multi-Account Transfer Digital Banking > Moving Money

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

Account Label Management Digital Banking > Settings & Reports

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

Managing User Roles Digital Banking > Settings & Reports

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