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Digital Banking
21 - 30 of 78 resultsPositive pay dual approval on check upload
Resource Library Category (Digital Banking)
Positive Pay clients can engage in an added level of security by implementing dual approval on uploaded checks. Read this article to learn more about how it works.
Positive Pay Widget
Resource Library Category (Digital Banking)
Positive Pay clients can now make exception decisions on the Home Page with the Positive Pay Widget. Read this article to learn more about how it works.
Dual control for digital banking user maintenance
Resource Library Category (Digital Banking)
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)
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.
CardSwap Frequently Asked Questions
Resource Library Category (Digital Banking)
CardSwap Frequently Asked Questions
ClickSWITCH Frequently Asked Questions
Resource Library Category (Digital Banking)
ClickSWITCH makes it easy for you to quickly and securely switch your recurring direct deposits and automatic payments from your previous financial institution account to your SVB account. Using ClickSWITCH eliminates the hassle of contacting all of your billers or depositors to make the changes.
Closing an account
Resource Library Category (Digital Banking)
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.
How to update contact information
Resource Library Category (Digital Banking)
Use the Contact Preferences feature to update your primary contact information and change your address. *Private Client Edition Only*
Positive pay - how to include business bill pay paper checks
Resource Library Category (Digital Banking)
Business Bill Pay service initiates payments either electronically or via paper check. If paper checks are issued from the Boston Private account and there is Positive Pay on the account, those checks will need to be uploaded into Positive Pay.
Transferring money to another user
Resource Library Category (Digital Banking)
Digital Banking allows for person to person transfers to someone else who has an account at SVB Private. The recipient must also be a user in Digital Banking with an open Checking or Savings account.