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Zelle is a fast, secure and easy way to send money directly between bank accounts in the U.S., typically within minutes. With just an email address or U.S. mobile phone number, you can send money to people you trust, regardless of where they bank. Read more
Positive Pay is being updated. Here are the new features being launched. Read more
If you're getting to know the Digital Banking platform, you'll need to start out by understanding these key terms. Read more
Get an understanding of the supported browsers and devices needed to use Digital Banking features. Read more
As a new user in Corporate Edition, here are resources to help jumpstart your use of the Digital Banking platform. Read more
A guide for new administrators within Business Edition that covers administrative responsibilities and links to key documentation for how to execute administrative duties effectively. Read more
A guide for new administrators within Corporate Edition that covers administrative responsibilities and links to key documentation for how to execute administrative duties effectively. Read more
Instructions for how to login to the new Digital Banking platform for users of Online Banking prior to November 13th, 2019. Read more
How to enable TouchI D or Face ID on Apple iOS devices. Read more
Get oriented to the Home Screen and menu system. Read more
Learn how to review your account details by selecting an account and viewing the available information. View transaction history, search, filter and export the results. Read more
Secure Messaging allows for two-way communication between you and our support team. Since the message is delivered securely within the Online Banking system, sensitive material and information can be included... attachments, too. Read more
Learn the basics of setting up user-level alerts for low balance, check clearance or executed transactions. Read more
Personal Financial Management, or “PFM” for short, allows you to gain visibility into your finances across multiple financial institutions right inside of Digital Banking. Link accounts from other banks, wealth managers, credit card providers and more. Read more
Get an overview of when you'll need a token to approve Corporate Payments and how to download and link the Symantec Soft Token app. Read more
'Activity Center' lists all user activity initiated from within Digital Banking, including scheduled and recurring transfers and payments. Read more
Learn how to create one-time, scheduled or recurring transfers between accounts you can access at Boston Private. Read more
Learn how to make Internal multi-account transfers. Read more
Digital Banking allows for person to person transfers to someone else who has an account at Boston Private. The recipient must also be a user in Digital Banking with an open Checking or Savings account. Read more
If you're using Private Client Edition for our personal clients, you're already set up to send wire transfers to any US-based bank. Read on to learn how. Read more