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

Details on how to make payments to both consumer and commercial loan accounts. Read more

An overview of how to make one-time ACH Payments. Read more