Corporate User Management 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

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

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

How to Create a Strong Password Account Security > Security Resources

When creating accounts online, banking or otherwise, it is recommended that you create a strong password that is difficult to crack or guess. A strong password should aim to be 12 characters, contain numbers, symbols, capital letters, lower case letters, cannot be found in a dictionary and would not be obvious to someone who has had a conversation with you. It seems complex and hard to remember—provided below is a way to decide on a new password. Read more

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