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11 - 20 of 53 resultsBill Discovery makes payments simple, smart and fast
Resource Library Category (Digital Banking (Boston Private))
Paying your bill is simpler, smarter and faster with Bill Discovery.
Personal financial management
Resource Library Category (Digital Banking (Boston Private))
Personal Financial Management, or “PFM” for short, allows you to gain visibility into your finances across multiple financial institutions right inside of Digital Banking. Link accounts from other banks, wealth managers, credit card providers and more.
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.
What is phishing?
Resource Library Category (Account Security)
The following guidelines will help you identify phishing early so you can keep your information safe.
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.
Setting up direct connect access for quickbooks and quicken
Resource Library Category (Digital Banking (Boston Private))
Instructions for requesting DirectConnect access for QuickBooks and Quicken.
Set a travel notice
Resource Library Category (Digital Banking (Boston Private))
When traveling abroad, we recommend that you notify us of your travel plans at least 24 hours in advance. Notify your relationship manager directly, or contact your local banking office where our staff would be happy to help.
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.
Setting a travel notice in digital banking
Resource Library Category (Digital Banking (Boston Private))
When traveling abroad, we recommend that you notify us of your travel plans at least 24 hours in advance. Notify your relationship manager directly, or utilize the digital banking Set a Travel Notice feature.
What to do if your identity is stolen
Resource Library Category (Account Security)
To minimize the damage, protect yourself from further harm, and repair your good reputation and credit, it is important to take immediate action such as the steps listed below.