Digital Banking Glossary of Terms - Business & Corporate New Digital Banking >

If you're getting to know the Digital Banking platform, you'll need to start out by understanding these key terms. Read more

Information Reporting New Digital Banking >

Corporate Information Reporting Read more

Transfers Between Accounts New Digital Banking >

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 >

'Activity Center' lists all user activity initiated from within Digital Banking, including scheduled and recurring transfers and payments. Read more

Recipient Management New Digital Banking >

A ‘Recipient’ is an individual or company which is either debited or credited via ACH or wire. Read more

Split Payroll Payments New Digital Banking >

Split Transactions Read more

Tax Payments New Digital Banking >

Tax Payments Read more

ACH File Import New Digital Banking >

Learn how to upload and create ACH Batches from a NACHA or CSV file. Read more

Multi-Transfers New Digital Banking >

Learn how to make Internal multi-account transfers. Read more

Multi-Wire Payment Creation New Digital Banking >

Multi-Wire Payment Creation Read more

Account Label Management New Digital Banking >

Account Labeling allows you to group accounts for easy identification. Read more

Managing User Roles New Digital Banking >

User Roles are created to control feature entitlements and dollar limits for one or more company users. Read more

Corporate User Management New Digital Banking >

How to manage Corporate users for Digital Banking. Read more

Business Wire Guide ACH & Wire Services

The following information is provided to our clients as a reference for how Businesses may use our wire services. Read more

Personal Wire Guide ACH & Wire Services

The following information is provided to our Personal Clients as a reference for how individual clients may use our wire services. Read more

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

Text (SMS) Fraud Monitoring Account Security >

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

How to Enroll in Personal Online Banking Current Online Banking

Whether you just opened an account, or are getting around to logging in with an existing account, follow these simple steps to enroll in personal Online Banking. Read more

Understanding Beneficial Ownership Certification General

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