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Learn how to create one-time, scheduled or recurring transfers between accounts you can access at Boston Private. Read more
'Activity Center' lists all user activity initiated from within Digital Banking, including scheduled and recurring transfers and payments. Read more
The following information is provided to our Personal Clients as a reference for how individual clients may use our wire services. Read more
Touch ID is now available on all iPhone mobile applications. This is an overview of how to take advantage of this feature. 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
Whether you just opened an account, or are getting around to logging in with an existing account, follow these simple steps to enroll in personal Online Banking. 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
February 22, 2018 | Favorite Accounts now have no limit to the number of accounts you choose. All accounts set as a favorite will appear on your Home screen. Read more
February 22, 2018 | Spendable Balance provides you more details about the amount of money you have available to use, allowing you to better plan for your near-term cash flow. Now, future payments and transfers will be reflected, giving you an even more accurate picture without having to pull out your calculator. Read more
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
A brief overview of frequently asked questions about our CardValet service. Read more
Frequently asked questions about mobile banking. Read more
Learn more about how to get started with Mobile Banking. Read more
The following instructions will guide you through the Online Banking Forget Passcode reset instructions, to reset your Online Banking passcode. Read more
The External Transfers feature is a simple and convenient money management tool to transfer funds between your online account at Boston Private and an account at another financial institution. Read more
The system allows you to download your transaction history in a variety of formats that you can later import into personal finance software, such as Quicken, QuickBooks or Microsoft Money, or spreadsheet software, such as Microsoft Excel or Lotus 1-2-3. Read more
Instructions for how to retrieve check copies. Read more
How to change an account nickname. Read more
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
The FDIC often hears from bank customers who believe they may be the victims of financial fraud or theft, and our staff members provide information on where and how to report suspicious activity. To help further, FDIC Consumer News includes crime prevention tips in practically every issue. As part of that coverage, we feature here a list of 10 scams that you should be aware of, plus key defenses to remember. Read more