Mutual Fund Alerts

The following alerts are available for Northern Trust mutual fund accounts:

 

Account Alerts

Account Balance

This alert will notify you of your available balance.  An alert will be sent only Tuesday through Saturday.

Fees Applied

This alert will notify you when a fee is applied to your account.

Previous Day Transactions

Capital Gain Dividends

This alert will notify you the number of capital gain dividends that applied to your account as of the previous business day.

Dividends

This alert will notify you the number of dividends that applied to your account as of the previous business day.

Exchange In

This alert will notify you the number of exchanges within the same fund family that applied to your account as of the previous business day.

Exchange Out

This alert will notify you the number of exchanges within the same fund family that applied to your account as of the previous business day.

Miscellaneous Adjustments

This alert will notify you the number of miscellaneous adjustments that applied to your account as of the previous business day.

Miscellaneous Income

This alert will notify you the number of miscellaneous income transactions that applied to your account as of the previous business day.

Miscellaneous Receipts

This alert will notify you the number of miscellaneous receipts that applied to your account as of the previous business day.

Payments To or For the Benefit of Client

This alert will notify you the number of payments to or for the benefit of the client that applied to your account as of the previous business day.

Purchases

This alert will notify you the number of purchases that applied to your account as of the previous business day.

Sales

This alert will notify you the number of sales that applied to your account as of the previous business day.

Transfers From Other Accounts

This alert will notify you the number of transfers from other accounts that applied to your account as of the previous business day.

Transfers To Other Accounts

This alert will notify you the number of transfers to other accounts that applied to your account as of the previous business day.

Related FAQs

What other types of alerts can I receive?

How do I set up an alert?