How to Use Boston Private's Secure Mail Server Account Security >

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 >

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

Business Mobile Banking Quickstart Guide Current Online Banking

Boston Private’s Business Mobile Banking App offers our Business clients the ability to manage their business accounts from the convenience of a mobile device. Read more

Personal Mobile Banking Quickstart Guide Current Online Banking

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

Business Online Banking Sub-User Administration Guide Current Online Banking

The Sub-User Administration tool gives the designated Business Online Banking Sub-User Administrators (SUA) the ability to create, modify, disable and delete other administrators and sub-users on behalf of company. Sub-User Administrators can assign basic account services, access levels and request security tokens for each cash management service per sub-user. 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 Change an Account Nickname in Business Online Banking Current Online Banking

Instructions for how to change an account nickname. Read more

How to Change Your User ID in Business Bill Pay Current Online Banking

Instructions for changing your user id in business bill pay. Read more

How to Add Authorized Users in Business Bill Pay Current Online Banking

Instructions for adding authorized users. Read more

How to Add a Biller in Business Bill Pay Current Online Banking

Instructions for adding a biller to your existing Business Bill Pay. Read more

How to Add an Account in Business Bill Pay Current Online Banking

Download instructions for adding a new account to your existing Business Bill Pay. Read more

Quickbooks Web Connect Instructions for Mac Current Online Banking

For instructions regarding how to use Web Connect for Quickbooks (Mac), please download the PDF file. Read more