How to Install and Use the Soft Token App

The VIP Access soft token provides enhanced security when performing payments in online banking and approving payments via the Boston Private Business Mobile App. Read more

How to Enroll in Personal 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

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

How to reset your Passcode for 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

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

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

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