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

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

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

Personal Financial Management New Digital Banking > Getting Started

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

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

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