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Showing results for "Banking"
91 - 100 of 135 resultsPortfolio dashboard
Resource Library Category (Wealth Access)
The Portfolio Dashboard displays a dynamic overview of each portfolio with performance cards highlighting key portfolio information.
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.
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.
Payment templates
Resource Library Category (Digital Banking (Boston Private))
A Payment Template allows you to save payment information that can be accessed in the future.
How to set up a Wire with Additional Instructions
Resource Library Category (Digital Banking (Boston Private))
Wires may have special instructions that include information such as FFC (for further credit to), invoice numbers, or brokerage accounts. Digital banking is well equipped to handle these types of transactions. Read on to learn how.
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.
Second draw PPP applicants FAQ
Resource Library Category (General)
Existing PPP Loan borrowers could be eligible for a second draw application. Please reference the SBA's guidelines for more information.
Corporate account list
Resource Library Category (Digital Banking (Boston Private))
The Account List feature offers an easy to use interface that enables you to dynamically manage your preferred view. Read more about it here.
How online bill payments are processed
Resource Library Category (Digital Banking (Boston Private))
Description and details of how online bill payments are processed and remitted to the billers.
Sending domestic wires in private client edition
Resource Library Category (Digital Banking (Boston Private))
If you're using Private Client Edition for our personal clients, you're already set up to send wire transfers to any US-based bank. Read on to learn how.