Business Online Banking - Fall Enhancements

Coming Soon | If you have ACH entitlements the Cash Management landing page in business online banking is getting some small enhancements this fall. Read more

Overview of Touch ID

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

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

Text (SMS) Fraud Monitoring

With interactive fraud alerts, if our system detects suspicious activity on your card, you’ll receive a text message with details about the suspected transaction. All you have to do is respond to the text to confirm the transaction. Read more

Understanding Beneficial Ownership Certification

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

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

How to Use Boston Private's Secure Mail Server

When a Secure encrypted Mail message is sent to you from Boston Private, you will receive a separate email notification from the sender that will contain instructions on how to retrieve the encrypted message. Here are instructions on how to use the tool. 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

IRS Bulletin on Tax Fraud: Email Phishing Combines W-2 Theft and Wire Fraud

February 9, 2018 | The Internal Revenue Service has issued an advisory bulletin to all tax professionals, employers, and other tax payers about tax form related phishing campaigns, including several new variations that combine W-2 scams with business email compromise (BEC) and wire transfer fraud. Read more

CardValet Frequently Asked Questions

A brief overview of frequently asked questions about our CardValet service. 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