Overview of Touch ID Current Online Banking

Touch ID is now available on all iPhone mobile applications. This is an overview of how to take advantage of this feature. Read more

How to Install and Use the Soft Token App Current Online Banking

The VIP Access soft token provides enhanced security when performing payments in online banking and approving payments via the Boston Private Business Mobile App. Read more

Customizable Favorite Accounts Current Online Banking

February 22, 2018 | Favorite Accounts now have no limit to the number of accounts you choose. All accounts set as a favorite will appear on your Home screen. Read more

Spendable Balance Update Current Online Banking

February 22, 2018 | Spendable Balance provides you more details about the amount of money you have available to use, allowing you to better plan for your near-term cash flow. Now, future payments and transfers will be reflected, giving you an even more accurate picture without having to pull out your calculator. Read more

Business Mobile Banking Quickstart Guide Current Online Banking

Boston Private’s Business Mobile Banking App offers our Business clients the ability to manage their business accounts from the convenience of a mobile device. Read more

Business Online Banking Sub-User Administration Guide Current Online Banking

The Sub-User Administration tool gives the designated Business Online Banking Sub-User Administrators (SUA) the ability to create, modify, disable and delete other administrators and sub-users on behalf of company. Sub-User Administrators can assign basic account services, access levels and request security tokens for each cash management service per sub-user. Read more

How to Download Transaction History Current Online Banking

The system allows you to download your transaction history in a variety of formats that you can later import into personal finance software, such as Quicken, QuickBooks or Microsoft Money, or spreadsheet software, such as Microsoft Excel or Lotus 1-2-3. Read more

How to Retrieve a Check Copy in Online Banking Current Online Banking

Instructions for how to retrieve check copies. Read more

How to Change an Account Nickname in Business Online Banking Current Online Banking

Instructions for how to change an account nickname. Read more

How to Add Authorized Users in Business Bill Pay Current Online Banking

Instructions for adding authorized users. Read more

How to Add a Biller in Business Bill Pay Current Online Banking

Instructions for adding a biller to your existing Business Bill Pay. Read more

How to Add an Account in Business Bill Pay Current Online Banking

Download instructions for adding a new account to your existing Business Bill Pay. Read more

Quickbooks Web Connect Instructions for Mac Current Online Banking

For instructions regarding how to use Web Connect for Quickbooks (Mac), please download the PDF file. Read more

How to Create a Strong Password Current Online Banking

When creating accounts online, banking or otherwise, it is recommended that you create a strong password that is difficult to crack or guess. A strong password should aim to be 12 characters, contain numbers, symbols, capital letters, lower case letters, cannot be found in a dictionary and would not be obvious to someone who has had a conversation with you. It seems complex and hard to remember—provided below is a way to decide on a new password. Read more

Quickbooks Direct Connect Instructions Current Online Banking

For instructions regarding how to use Direct Connect for Quickbooks (Windows), please download the PDF file. Read more

Quickbooks Web Connect Instructions Current Online Banking

For instructions regarding how to use Web Connect for Quickbooks (Windows), please download the PDF file. Read more

Quicken Direct Connect Instructions Current Online Banking

For instructions regarding how to use Direct Connect for Quicken (Windows), please download the PDF file. Read more

Quicken Web Connect Instructions Current Online Banking

Downloadable instructions for setting up and using Web Connect for Quicken. Read more