A brief overview of frequently asked questions about our Card Manager service. Read more

If you believe you have lost your card or if it has been stolen, follow these steps. Read more

The SBA has announced the repeal of the EIDL Advance Deduction Requirement for SBA PPP Loan Forgiveness. Read more

Please gather and provide all supporting documentation including payroll information with your application. Below is a full list of Required Documentation. It is very important that you have all the necessary documents prepared when you are ready to submit. Read more

If you did not draw from the first round of the Paycheck Protection Program in 2020, and you are a Boston Private client, you will now be able to apply for a first draw PPP loan. Read more

Existing PPP Loan borrowers could be eligible for a second draw application. Please reference the SBA's guidelines for more information. Read more

How to complete the online application - 3508 Standard (Longer Form). Read more

How to continue an application you have previously saved and how to upload additional documents. Read more

How to complete the online application form 3508EZ. Read more

How to complete the first section and choose the online forgiveness form that is right for you. Read more

How to login to the client portal and begin your forgiveness application. Read more

How to switch application paths from the EZ form to the 3508 longer form. Read more

The LIBOR interest rate benchmark will be phased out at the end of 2021. As such, financial institutions cannot rely on LIBOR being available after that time, and will have to identify a suitable alternative index. Read more

Instructions on how to check the status of your forgiveness application within the portal. Read more

An overview of what documents you need to provide to support your PPP forgiveness application, and where to upload those documents in Boston Private’s PPP Forgiveness Portal. Read more

Frequently asked questions about The Paycheck Protection Program. The Paycheck Protection Program provides forgivable loans to small businesses to help them pay their employees and cover other eligible expenses during the COVID-19 crisis. Loans are up to $10 million and can be forgiven for the full amount. Read more

To help fight financial crime and terrorist financing, the U.S. Government passed a new regulation making it mandatory for financial institutions to collect information on beneficial owners of legal entity clients. This regulation was enacted to provide greater transparency into company structures where the people behind the structure may be hidden, and to better protect the U.S. financial system. Read more

When traveling abroad, we recommend that you notify us of your travel plans at least 24 hours in advance. Notify your relationship manager directly, or contact your local banking office where our staff would be happy to help Read more

To process your request as quickly as possible, please send a written request including: Read more