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Getting Started
1 - 8 of 8 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.
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.
Secure messages
Resource Library Category (Digital Banking (Boston Private))
Secure Messaging allows for two-way communication between you and our support team. Since the message is delivered securely within the Online Banking system, sensitive material and information can be included... attachments, too.
Account details & history
Resource Library Category (Digital Banking (Boston Private))
Learn how to review your account details by selecting an account and viewing the available information. View transaction history, search, filter and export the results.
Home screen overview
Resource Library Category (Digital Banking (Boston Private))
Get oriented to the Home Screen and menu system.