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

Personal Wire Guide Cash Management & Payments

The following information is provided to our Personal Clients as a reference for how individual clients 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

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

How to Enroll in Personal Online Banking Current Online Banking

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

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

Customizable Favorite Accounts Current Online Banking

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

Spendable Balance Update Current Online Banking

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

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

Mobile Banking FAQ Current Online Banking

Frequently asked questions about mobile banking. Read more

Personal Mobile Banking Quickstart Guide Current Online Banking

Learn more about how to get started with Mobile Banking. Read more

How to reset your Passcode for Online Banking Current Online Banking

The following instructions will guide you through the Online Banking Forget Passcode reset instructions, to reset your Online Banking passcode. Read more

How to add an External Transfer Account in Personal Online Banking Current Online Banking

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

How to Download Transaction History Current Online Banking

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

How to Retrieve a Check Copy in Online Banking Current Online Banking

Instructions for how to retrieve check copies. Read more

How to Change an Account Nickname in Personal Online Banking Current Online Banking

How to change an account nickname. 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

FDIC: 10 Scams Targeting Bank Customers Account Security > Security Resources

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