Multi-Wire Payment Creation New Digital Banking > Moving Money

Multi-Wire Payment Creation Read more

Digital Banking Glossary of Terms - Business & Corporate New Digital Banking > Getting Started

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 New Digital Banking > Settings & Reports

Corporate Information Reporting Read more

Transfers Between Accounts New Digital Banking > Moving Money

Learn how to create one-time, scheduled or recurring transfers between accounts you can access at Boston Private. Read more

Activity Center New Digital Banking > Moving Money

'Activity Center' lists all user activity initiated from within Digital Banking, including scheduled and recurring transfers and payments. Read more

Recipient Management New Digital Banking > Moving Money

A ‘Recipient’ is an individual or company which is either debited or credited via ACH or wire. Read more

Split Payroll Payments New Digital Banking > Moving Money

Split Transactions Read more

Tax Payments New Digital Banking > Moving Money

Tax Payments Read more

ACH File Import New Digital Banking > Moving Money

Learn how to upload and create ACH Batches from a NACHA or CSV file. Read more

Internal Multi-Account Transfer New Digital Banking > Moving Money

Learn how to make Internal multi-account transfers. Read more

Account Label Management New Digital Banking > Settings & Reports

Account Labeling allows you to group accounts for easy identification. Read more

Managing User Roles New Digital Banking > Settings & Reports

User Roles are created to control feature entitlements and dollar limits for one or more company users. Read more

Corporate User Management New Digital Banking > Settings & Reports

Learn how to add/remove or modify your users in the Corporate Edition of Digital Banking Read more

Home Screen Overview New Digital Banking > Getting Started

Get oriented to the Home Screen and menu system. Read more

Account Details & History New Digital Banking > Getting Started

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

One-Time ACH and Wire Payments New Digital Banking > Moving Money

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

Payment Templates New Digital Banking > Moving Money

A Payment Template allows you to save payment information that can be accessed in the future. Read more

Managing Digital Banking Alerts New Digital Banking > Getting Started

Learn the basics of setting up user-level alerts for low balance, check clearance or executed transactions. Read more

Secure Messages New Digital Banking > Getting Started

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

Using Soft Tokens with Digital Banking New Digital Banking > Getting Started

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