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Showing results for "Digital Banking"

111 - 120 of 135 results
111 - 120 of 135 results
ATM and Debit card security tips
Resource Library Category (Account Security)
Automated Teller Machines (ATMs) provide a convenient way to access your account, however, they are also a target for fraudsters and other criminals. To protect your identify and ensure your personal safety, we recommend you exercise caution when using an ATM or when using your ATM or Debit Card.
Dual Approval Wires in the Private Client Edition
Resource Library Category (Digital Banking (Boston Private))
Dual approval for wires is available in the Private Client Edition. Learn more about it here.
Wire upload
Resource Library Category (Digital Banking (Boston Private))
Wire Upload allows you to upload a formatted CSV file to the Online Banking system instead of inputting the wire information manually.
Enroll in business bill pay
Resource Library Category (Digital Banking (Boston Private))
Instructions for how to enroll in Business Bill Pay.
Managing user roles
Resource Library Category (Digital Banking (Boston Private))
User Roles are created to control feature entitlements and dollar limits for one or more company users.
Home screen overview
Resource Library Category (Wealth Access)
New to Wealth Access? This guide will provide you with an overview of the Home Screen and key features.
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.
FDIC: 10 Scams targeting bank customers
Resource Library Category (Account Security)
The FDIC often hears from bank customers who believe they may be the victims of financial fraud or theft, and our staff members provide information on where and how to report suspicious activity. To help further, FDIC Consumer News includes crime prevention tips in practically every issue. As part of that coverage, we feature here a list of 10 scams that you should be aware of, plus key defenses to remember.
How to upload a document
Resource Library Category (Wealth Access)
You can quickly and easily upload documents and, if you wish, share them with your Financial Team.
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.