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Help & Support Resources

Paycheck Protection Program FAQ

Frequently asked questions about The Paycheck Protection Program. The Paycheck Protection Program provides forgivable loans to small businesses to help them pay their employees and cover other eligible expenses during the COVID-19 crisis. Loans are up to $10 million and can be forgiven for the full amount.

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Digital Banking Glossary of Terms - Business & Corporate

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

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User Guide for Corporate Edition

As a new user in Corporate Edition, here are resources to help jumpstart your use of the Digital Banking platform.

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How to reset your Password in Digital Banking

The following instructions will guide you through resetting your Digital Banking Password.

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Enabling Touch ID or Face ID on iOS

How to enable TouchI D or Face ID on Apple iOS devices.

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Updating your Intuit Connections to Digital Banking

Review the instructions for how to convert your Quicken, Quickbooks and connections to the new Digital Banking platform.

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First Time Login for Converting Users

Instructions for how to login to the new Digital Banking platform for users of Online Banking prior to November 13th, 2019.

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Digital Banking Security Controls for Business Clients

We have established the following standard Digital Banking security controls that you should be familiar with.

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Personal Financial Management

Personal Financial Management, or “PFM” for short, allows you to gain visibility into your finances across multiple financial institutions right inside of Digital Banking. Link accounts from other banks, wealth managers, credit card providers and more.

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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.

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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.

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CardValet Frequently Asked Questions

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

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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.

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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.

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Mobile Banking Security Tips

The following are security tips and best practices to keep in mind when accessing your online banking account via a mobile device.

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Business Online Banking Security Tips

In addition to our standard security controls, Boston Private recommends that you consider the implementation of the following business and technology security practices to further mitigate the risk of online fraud.

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Personal Online Banking Security Tips

The suggested guidelines below will help to secure your computer and Online Banking habits from potential viruses, worms, and malicious e-mail to reduce the risk of online fraud and identity theft.

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