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41 - 50 of 127 results

New PPP applicants FAQ

Resource Library Category (General)

If you did not draw from the first round of the Paycheck Protection Program in 2020, and you are a Boston Private client, you will now be able to apply for a first draw PPP loan.

Documentation needed before applying for a PPP loan

Resource Library Category (General)

Please gather and provide all supporting documentation including payroll information with your application. Below is a full list of Required Documentation. It is very important that you have all the necessary documents prepared when you are ready to submit.

Dual approval for exception processing

Resource Library Category (Digital Banking)

Positive Pay clients can engage in an added level of security by enabling dual control for exception processing. Read this article to learn more.

Positive 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.

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.

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.

Positive Pay upgrade details

Resource Library Category (Digital Banking)

Positive Pay is being updated. Here are the new features being launched.

PPP loan forgiveness portal: Switching to a different application

Resource Library Category (General)

How to switch application paths from the EZ form to the 3508 longer form.

PPP loan forgiveness portal: How to login and begin the forgiveness application

Resource Library Category (General)

How to login to the client portal and begin your forgiveness application.