Resources for
Topics
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
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
An overview of how to make one-time ACH Payments. Read more
A Payment Template allows you to save payment information that can be accessed in the future. Read more
Learn the basics of setting up user-level alerts for low balance, check clearance or executed transactions. 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
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