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Showing results for "Digital Banking"
41 - 50 of 135 resultsBusiness user management
Resource Library Category (Digital Banking (Boston Private))
Learn how to manage users in the Business Edition of Digital Banking.
Positive Pay Widget
Resource Library Category (Digital Banking (Boston Private))
Positive Pay clients can now make exception decisions on the Home Page with the Positive Pay Widget. Read this article to learn more about how it works.
Add external accounts for external transfers
Resource Library Category (Digital Banking (Boston Private))
The External Transfers feature allows you to link your Digital Banking accounts to bank accounts at other financial institutions for the purpose of transferring money.
Approval alerts for drafted payments
Resource Library Category (Digital Banking (Boston Private))
If you have approval entitlements for payments, you can register your preferred method of contact when a payment is drafted and ready for your approval.
ACH file import
Resource Library Category (Digital Banking (Boston Private))
Learn how to upload and create ACH Batches from a NACHA or CSV file.
Private Client User Management
Resource Library Category (Digital Banking (Boston Private))
Adding users in the Private Client Edition. Learn more about it here.
Card manager frequently asked questions
Resource Library Category (Digital Banking (Boston Private))
A brief overview of frequently asked questions about our Card Manager service.
Loan payoff quote instructions
Resource Library Category (Digital Banking (Boston Private))
To process your request as quickly as possible, complete the online Loan Payoff Quote form, send a written request or call our Loan Servicing department.
Account details & history
Resource Library Category (Digital Banking (Boston Private))
Learn how to review your account details by selecting an account and viewing the available information. View transaction history, search, filter and export the results.
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.