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

Remote Deposit Capture TLS Update

We are updating our Remote Deposit Capture systems to better protect customer data. This update moves us to the more secure TLS 1.2 internet protocol for encrypting communication between your machine and the Remote Deposit Capture server. Read more

Business Online Banking Sub-User Administration Guide

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

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 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 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

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

Quicken Direct Connect Instructions

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

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