Resources for
Topics
Read these instructions to learn how to upload a check issued file in PositivePay. Read more
How to access PositivePay functionality from within Digital Banking. Read more
Make exception decisions on the go, right in the Digital Banking mobile app. 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
The External Transfers feature allows you to link your Digital Banking accounts to bank accounts at other financial institutions for the purpose of transferring money. Read more
Multi-Wire Payment Creation 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
Corporate Information Reporting Read more
Learn how to create one-time, scheduled or recurring transfers between accounts you can access at Boston Private. Read more
'Activity Center' lists all user activity initiated from within Digital Banking, including scheduled and recurring transfers and payments. Read more
A ‘Recipient’ is an individual or company which is either debited or credited via ACH or wire. Read more
Split Transactions Read more
Tax Payments Read more
Learn how to upload and create ACH Batches from a NACHA or CSV file. Read more
Learn how to make Internal multi-account transfers. Read more
Account Labeling allows you to group accounts for easy identification. Read more
User Roles are created to control feature entitlements and dollar limits for one or more company users. Read more
Learn how to add/remove or modify your users in the Corporate Edition of Digital Banking Read more
Get oriented to the Home Screen and menu system. Read more
How to enable TouchI D or Face ID on Apple iOS devices. Read more