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51 - 60 of 135 resultsDocumentation 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 (Boston Private))
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 (Boston Private))
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.
Positive Pay Widget
Resource Library Category (Digital Banking (Boston Private))
Positive Pay clients can now make exception decisions on the Home Page with the Positive Pay Widget. Read this article to learn more about how it works.
Dual control for digital banking user maintenance
Resource Library Category (Digital Banking (Boston Private))
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 (Boston Private))
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.
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.
PPP loan forgiveness portal: How to choose the form
Resource Library Category (General)
How to complete the first section and choose the online forgiveness form that is right for you.
PPP Loan Forgiveness portal: EZ path form
Resource Library Category (General)
How to complete the online application form 3508EZ.