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Showing results for "Banking"
21 - 30 of 135 resultsMobile banking security tips
Resource Library Category (Account Security)
The following are security tips and best practices to keep in mind when accessing your online banking account via a mobile device.
Closing an account
Resource Library Category (Digital Banking (Boston Private))
If you need to close an account, you can place a request from within Digital Banking and specify how to handle any remaining funds within the account.
Home screen overview
Resource Library Category (Digital Banking (Boston Private))
Get oriented to the Home Screen and menu system.
Setting up web connect access for quickbooks and quicken
Resource Library Category (Digital Banking (Boston Private))
Instructions for initiating Web Connect export to Quicken and QuickBooks.
Admin guide for Corporate Edition
Resource Library Category (Digital Banking (Boston Private))
A guide for new administrators within Corporate Edition that covers administrative responsibilities and links to key documentation for how to execute administrative duties effectively.
Corporate user management
Resource Library Category (Digital Banking (Boston Private))
Learn how to add/remove or modify your users in the Corporate Edition of Digital Banking
Sending international wires in private client edition
Resource Library Category (Digital Banking (Boston Private))
If you're using Private Client Edition for our personal clients, you can submit international wires for processing.
ACH file import
Resource Library Category (Digital Banking (Boston Private))
Learn how to upload and create ACH Batches from a NACHA or CSV file.
Dual control for digital banking user maintenance
Resource Library Category (Digital Banking (Boston Private))
Corporate clients can engage in an added level of security by enabling dual control for adding or updating a Digital Banking user’s role assignment. Read this article to learn how to change dual control settings.
Zelle Frequently asked questions
Resource Library Category (Digital Banking (Boston Private))
Zelle is a fast, secure and easy way to send money directly between bank accounts in the U.S., typically within minutes. With just an email address or U.S. mobile phone number, you can send money to people you trust, regardless of where they bank.