Synergy is a software product offered by Northern Trust that converts Northern Trust data into a file that can be directly imported into a 3rd party software.  Through the easy use of a mapping system of Northern Trust holdings and transactions your created chart of accounts, you are able to custom define all Northern Trust information for your General Ledger or Portfolio Management software.

How do I access Synergy?

Synergy is accessed from within Wealth Passport.  Access to Synergy requires enrollment of a specific user ID.  For more information on Synergy, refer to the Synergy Job Aid.

1. Log into Northern Trust’s Wealth Passport

2. Select Synergy from the NT Tools drop-down menu in the upper right corner of the screen.

3. The Synergy application will launch in a separate window.  The user will default to the My Entities screen

Related FAQs
How do I set up my Wealth Passport?