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Getting Started
1 - 10 of 13 resultsDigital Banking end-user system requirements
Resource Library Category (Digital Banking (Boston Private))
Get an understanding of the supported browsers and devices needed to use Digital Banking features.
Enabling push notifications in digital banking
Resource Library Category (Digital Banking (Boston Private))
Instructions for enabling and disabling Push Notifications, including FAQs about Push Notifications.
Managing digital banking alerts
Resource Library Category (Digital Banking (Boston Private))
Learn the basics of setting up user-level alerts for low balance, check clearance or executed transactions.
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.
Enabling Touch ID or Face ID on iOS
Resource Library Category (Digital Banking (Boston Private))
How to enable Touch ID or Face ID on Apple iOS devices.
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.
Using soft tokens with digital banking
Resource Library Category (Digital Banking (Boston Private))
Get an overview of when you'll need a token to approve Corporate Payments and how to download and link the Symantec Soft Token app.