Remote Deposit Capture TLS Update

We are updating our Remote Deposit Capture systems to better protect customer data. This update moves us to the more secure TLS 1.2 internet protocol for encrypting communication between your machine and the Remote Deposit Capture server. Read more

Customizable Favorite Accounts

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

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

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

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

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

Instructions for how to retrieve check copies. Read more

How to Change an Account Nickname in Business Online Banking

Instructions for how to change an account nickname. Read more

How to Add Authorized Users in Business Bill Pay

Instructions for adding authorized users. Read more

How to Add a Biller in Business Bill Pay

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

How to Add an Account in Business Bill Pay

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

Quickbooks Web Connect Instructions for Mac

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

How to Create a Strong Password

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

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

Quickbooks Web Connect Instructions

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

Quicken Direct Connect Instructions

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

Quicken Web Connect Instructions

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

Mobile Banking App Enhancements

September 20, 2017 | As part of our ongoing commitment to simplify and improve your ability to manage your funds, we are happy to announce that the Personal and Business Mobile Banking Apps have a new look and feel and include the following enhancements. Read more

ATM & Debit Card Transaction Description Update

August 21, 2017 | We have made changes to our ATM/Debit Card descriptions to make it easier for you to identify transaction types shown on your statements. Starting August 21, you will notice enhanced card transaction descriptions beginning with EFT (Electronic Funds Transfer). Read more