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Resource center
Resource Categories
Showing results for "wire transfer"
31 - 40 of 42 resultsClosing an account
Resource Library Category (Digital Banking (Boston Private))
If you need to close an account, you can place a request from within Digital Banking and specify how to handle any remaining funds within the account.
Recipient upload from batch
Resource Library Category (Digital Banking (Boston Private))
Recipient Upload from Batch
Digital Banking security controls for business clients
Resource Library Category (Account Security)
We have established the following standard Digital Banking security controls that you should be familiar with.
User guide for Corporate Edition
Resource Library Category (Digital Banking (Boston Private))
As a new user in Corporate Edition, here are resources to help jumpstart your use of the Digital Banking platform.
Approving payments in corporate and business editions
Resource Library Category (Digital Banking (Boston Private))
Learn about the payment approval process if you have Payment Approval rights within the Corporate or Business Edition of Digital Banking.
Private Client User Management
Resource Library Category (Digital Banking (Boston Private))
Adding users in the Private Client Edition. Learn more about it here.
Activity 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.
Admin guide for Corporate Edition
Resource Library Category (Digital Banking (Boston Private))
A guide for new administrators within Corporate Edition that covers administrative responsibilities and links to key documentation for how to execute administrative duties effectively.
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.
How to dispute a transaction
Resource Library Category (Account Security)
Frequently Asked Questions About Consumers’ Rights And Responsibilities Regarding Electronic Transaction Disputes