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Showing results for "Digital Banking"
11 - 20 of 136 resultsUser guide for Corporate Edition
Resource Library Category (Digital Banking (Boston Private))
As a new user in Corporate Edition, here are resources to help jumpstart your use of the Digital Banking platform.
OFAC Restrictions
Resource Library Category (Digital Banking (Boston Private))
Details on OFAC access restrictions to Digital Banking.
Setting up direct connect access for quickbooks and quicken
Resource Library Category (Digital Banking (Boston Private))
Instructions for requesting DirectConnect access for QuickBooks and Quicken.
Home screen overview
Resource Library Category (Digital Banking (Boston Private))
Get oriented to the Home Screen and menu system.
Admin guide for Business Edition
Resource Library Category (Digital Banking (Boston Private))
A guide for new administrators within Business Edition that covers administrative responsibilities and links to key documentation for how to execute administrative duties effectively.
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.
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.
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
Positive Pay - mobile exception decisions
Resource Library Category (Digital Banking (Boston Private))
Make exception decisions on the go, right in the Digital Banking mobile app.
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.