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Resource center
Resource Categories
Showing results for "Banking"
61 - 70 of 135 resultsActivity center
Resource Library Category (Digital Banking (Boston Private))
'Activity Center' lists all user activity initiated from within Digital Banking, including scheduled and recurring transfers and payments.
Enabling Business Users for Wires
Resource Library Category (Digital Banking (Boston Private))
Learn how to enable Business Users for Wires.
Recipient approval
Resource Library Category (Digital Banking (Boston Private))
For businesses that want added security around recipient creation and modification, Digital Banking now includes recipient approval functionality. When enabled, this feature provides a dual control workflow for creating, editing and deleting recipients.
Report a lost or stolen card
Resource Library Category (Digital Banking (Boston Private))
If you believe you have lost your card or if it has been stolen, follow these steps.
Managing users in business bill pay
Resource Library Category (Digital Banking (Boston Private))
Instructions for how to add new users to your Business Bill Pay service and manage the funding accounts they have access to.
Transfers between accounts
Resource Library Category (Digital Banking (Boston Private))
Learn how to create one-time, scheduled or recurring transfers between accounts you can access at SVB Private.
First time login to Card Manager
Resource Library Category (Digital Banking (Boston Private))
Steps to get started with your Card Manager enrollment.
Positive Pay uploading issued checks
Resource Library Category (Digital Banking (Boston Private))
Read these instructions to learn how to upload issued checks in Positive Pay.
Positive pay - how to include business bill pay paper checks
Resource Library Category (Digital Banking (Boston Private))
Business Bill Pay service initiates payments either electronically or via paper check. If paper checks are issued from the Boston Private account and there is Positive Pay on the account, those checks will need to be uploaded into Positive Pay.
Corporate information reporting
Resource Library Category (Digital Banking (Boston Private))
Learn more about the available reporting suite and how to set up and run ad-hoc and scheduled reports.