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

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

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

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 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

Incoming Wire Transfer Instructions

Instructions for making a wire transfer from another bank to your Boston Private account. Includes Routing Number, SWIFT Code, BIC Code. Read more

What to do if your identity is stolen

To minimize the damage, protect yourself from further harm, and repair your good reputation and credit, it is important to take immediate action such as the steps listed below. Read more

Set a Travel Notice

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

ATM and Debit Card Security Tips

Automated Teller Machines (ATMs) provide a convenient way to access your account, however, they are also a target for fraudsters and other criminals. To protect your identify and ensure your personal safety, we recommend you exercise caution when using an ATM or when using your ATM or Debit Card. Read more

How to Dispute a Transaction

If you believe your account has been subject to an incorrect, unauthorized, or unrecognized electronic fund transfer, you can ask the bank to investigate. Read more

Loan Payoff Quote Instructions

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

Report a Lost or Stolen Card

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