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Digital Banking (Boston Private)
31 - 40 of 84 resultsClosing 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.
How to update contact information
Resource Library Category (Digital Banking (Boston Private))
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 (Boston Private))
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 (Boston Private))
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.
Paying bills from multiple entities
Resource Library Category (Digital Banking (Boston Private))
If your Digital Banking enrollment includes accounts from multiple taxable entities and you would like to pay bills from each, here are your options.
Digital Banking glossary of terms - Business & corporate
Resource Library Category (Digital Banking (Boston Private))
If you're getting to know the Digital Banking platform, you'll need to start out by understanding these key terms.
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.
User 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.
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.
Sending domestic wires in private client edition
Resource Library Category (Digital Banking (Boston Private))
If you're using Private Client Edition for our personal clients, you're already set up to send wire transfers to any US-based bank. Read on to learn how.