Resource center

Reports & Requests

1 - 4 of 4 results
1 - 4 of 4 results
Setting up express web connect access for quickbooks and quicken
Resource Library Category (Digital Banking (Boston Private))
Instructions for setting up Express Web Connect with Quicken and QuickBooks.
Setting a travel notice in digital banking
Resource Library Category (Digital Banking (Boston Private))
When traveling abroad, we recommend that you notify us of your travel plans at least 24 hours in advance. Notify your relationship manager directly, or utilize the digital banking Set a Travel Notice feature.
Closing 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 reset your password in digital banking
Resource Library Category (Digital Banking (Boston Private))
The following instructions will guide you through resetting your Digital Banking Password.