How to add an External Transfer Account in Personal 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

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

Instructions for how to retrieve check copies. Read more

How to Change an Account Nickname in Business Online Banking

Instructions for how to change an account nickname. Read more

How to Change Your User ID in Business Bill Pay

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

How to Add Authorized Users in Business Bill Pay

Instructions for adding authorized users. Read more

How to Add a Biller in Business Bill Pay

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

How to Add an Account in Business Bill Pay

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

Quickbooks Web Connect Instructions for Mac

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

How to Create a Strong Password

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

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

Incoming Wire Transfer Instructions

Instructions for making a wire transfer from another bank to your Boston Private account. Includes Routing Number, SWIFT Code, BIC Code. Read more

A Bank Customer's Guide to Cybersecurity

Protect Your “Cyber Home” With a Solid Foundation. Simple steps to secure your computers and mobile devices for Internet banking and shopping. Read more

What to do if your identity is stolen

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

Businesses can help prevent fraud by implementing these controls. Read more

Identity Theft Fraud Prevention Tips

Identity theft can happen despite your precautions. Prompt detection allows you to take defensive action quickly and minimize the damage. Read more

Quickbooks Direct Connect Instructions

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

Quickbooks Web Connect Instructions

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

Quicken Direct Connect Instructions

For instructions regarding how to use Direct Connect for Quicken (Windows), please download the PDF file. Read more