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BOSTON PRIVATE IS NOW A PART OF SVB PRIVATE BANK

Banking and wealth management focused on your unique wealth journey. Together we are the trusted advisor to individuals in the global innovation economy.

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How to Update Contact Information Digital Banking > Settings, Reports & Requests

Use the Contact Preferences feature to update your primary contact information and change your address. *Private Client Edition Only* Read more

Setting a Travel Notice in Digital Banking Digital Banking > Settings, Reports & Requests

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 utilize the digital banking Set a Travel Notice feature. Read more

Closing an Account Digital Banking > Settings, Reports & Requests

If you need to close an account, you can place a request from within Digital Banking and specify how to handle any remaining funds within the acccount. Read more

How to reset your Password in Digital Banking Digital Banking > Settings, Reports & Requests

The following instructions will guide you through resetting your Digital Banking Password. Read more

Setting Up Direct Connect Access for QuickBooks and Quicken Digital Banking > Settings, Reports & Requests

Instructions for requesting DirectConnect access for QuickBooks and Quicken. Read more

Updating your Intuit Connections to Digital Banking Digital Banking > Settings, Reports & Requests

Review the instructions for how to convert your Quicken, Quickbooks and Mint.com connections to the new Digital Banking platform. Read more

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