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Showing results for "Digital%20Banking"
31 - 40 of 135 resultsNotify recipients of a processed payment
Resource Library Category (Digital Banking (Boston Private))
Have the Digital Banking Platform send your recipients a notification when a payment is processed.
Personal financial management
Resource Library Category (Digital Banking (Boston Private))
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.
Foreign Exchange Rate Widget
Resource Library Category (Digital Banking (Boston Private))
Corporate Users may quickly calculate Foreign Exchange Rates directly from the Home Screen using the FX Widget.
Business wire guide
Resource Library Category (Digital Banking (Boston Private))
The following information is provided to our clients as a reference for how Businesses may use our wire services.
How to dispute a transaction
Resource Library Category (Account Security)
Frequently Asked Questions About Consumers’ Rights And Responsibilities Regarding Electronic Transaction Disputes
Approval alerts for drafted payments
Resource Library Category (Digital Banking (Boston Private))
If you have approval entitlements for payments, you can register your preferred method of contact when a payment is drafted and ready for your approval.
Recipient upload from batch
Resource Library Category (Digital Banking (Boston Private))
Recipient Upload from Batch
Card manager frequently asked questions
Resource Library Category (Digital Banking (Boston Private))
A brief overview of frequently asked questions about our Card Manager service.
Add external accounts for external transfers
Resource Library Category (Digital Banking (Boston Private))
The External Transfers feature allows you to link your Digital Banking accounts to bank accounts at other financial institutions for the purpose of transferring money.