Quicken Web Connect Instructions

Downloadable instructions for setting up and using Web Connect for Quicken. Read more

Standard Online Banking Security Controls for Business Clients

For business accounts, we have established the following standard Online Banking security controls Read more

Business Online Banking Security Tips

In addition to our standard security controls, Boston Private recommends that you consider the implementation of the following business and technology security practices to further mitigate the risk of online fraud. Read more

Mobile Banking Security Tips

The following are security tips and best practices to keep in mind when accessing your online banking account via a mobile device. Read more

Standard Mobile Banking Security Controls for Business Clients

For business accounts, we have established the following standard Mobile Banking security controls. Read more

Set a Travel Notice

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 contact your local banking office where our staff would be happy to help Read more

ATM and Debit Card Security Tips

Automated Teller Machines (ATMs) provide a convenient way to access your account, however, they are also a target for fraudsters and other criminals. To protect your identify and ensure your personal safety, we recommend you exercise caution when using an ATM or when using your ATM or Debit Card. Read more

How to Dispute a Transaction

If you believe your account has been subject to an incorrect, unauthorized, or unrecognized electronic fund transfer, you can ask the bank to investigate. Read more

Loan Payoff Quote Instructions

To process your request as quickly as possible, please send a written request including: Read more

Personal Online Banking Security Tips

The suggested guidelines below will help to secure your computer and Online Banking habits from potential viruses, worms, and malicious e-mail to reduce the risk of online fraud and identity theft. Read more

Report a Lost or Stolen Card

If you believe you have lost your card or if it has been stolen, follow these steps. Read more

Mobile Banking App Enhancements

September 20, 2017 | As part of our ongoing commitment to simplify and improve your ability to manage your funds, we are happy to announce that the Personal and Business Mobile Banking Apps have a new look and feel and include the following enhancements. Read more

ATM & Debit Card Transaction Description Update

August 21, 2017 | We have made changes to our ATM/Debit Card descriptions to make it easier for you to identify transaction types shown on your statements. Starting August 21, you will notice enhanced card transaction descriptions beginning with EFT (Electronic Funds Transfer). Read more