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Showing results for "Digital Banking"
81 - 90 of 135 resultsIntroduction to wire payments and wire form fields
Resource Library Category (Digital Banking (Boston Private))
An introduction to making single and multi wire payments in the Digital Banking Platform, including terminology definitions.
Portfolio dashboard
Resource Library Category (Wealth Access)
The Portfolio Dashboard displays a dynamic overview of each portfolio with performance cards highlighting key portfolio information.
Recipient management
Resource Library Category (Digital Banking (Boston Private))
A ‘Recipient’ is an individual or company which is either debited or credited via ACH or wire.
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.
First time login to Card Manager
Resource Library Category (Digital Banking (Boston Private))
Steps to get started with your Card Manager enrollment.
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.
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.
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.
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.
Standard mobile banking security controls for business clients
Resource Library Category (Account Security)
For business accounts, we have established the following standard Mobile Banking security controls.