Digital Banking Glossary of Terms - Business & Corporate 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

Digital Banking End-User System Requirements Digital Banking > Getting Started

Get an understanding of the supported browsers and devices needed to use Digital Banking features. Read more

User Guide for Corporate Edition Digital Banking > Getting Started

As a new user in Corporate Edition, here are resources to help jumpstart your use of the Digital Banking platform. Read more

Admin Guide for Corporate Edition Digital Banking > Getting Started

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

First Time Login for Converting Users Digital Banking > Getting Started

Instructions for how to login to the new Digital Banking platform for users of Online Banking prior to November 13th, 2019. Read more

Enabling Touch ID or Face ID on iOS Digital Banking > Getting Started

How to enable TouchI D or Face ID on Apple iOS devices. Read more

Home Screen Overview Digital Banking > Getting Started

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

Account Details & History 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

Secure Messages 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

Managing Digital Banking Alerts Digital Banking > Getting Started

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

Using Soft Tokens with Digital Banking 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

Activity Center Digital Banking > Moving Money

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

Transfers Between Accounts Digital Banking > Moving Money

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

Internal Multi-Account Transfer Digital Banking > Moving Money

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

Making Payments to Loan Accounts Digital Banking > Moving Money

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

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

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

Introduction to Wire Payments and Wire Form Fields Digital Banking > Moving Money

An introduction to making single and multi wire payments in the Digital Banking Platform, including terminology definitions. Read more

Wire Upload Digital Banking > Moving Money

Wire Upload allows you to upload a formatted CSV file to the Online Banking system instead of inputting the wire information manually. Read more

Multi-Wire Payment Creation Digital Banking > Moving Money

Multi-Wire Payment Creation Read more

ACH File Import Digital Banking > Moving Money

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