The File Cabinet allows you to save, organize and share documents with family members and family office employees with a valid Wealth Passport ID and password.  Documents are backed-up and secure behind the Northern Trust firewall.

Accessing File Cabinet

The File Cabinet section can be found under the Accounts Utilities tab.

1. Hover over the Account Utilities tab on the main navigation bar.

2. Click the File Cabinet link in the drop-down menu.

File Cabinet Features

1. Click the Expand All or Collapse All links to expand or collapse the File Cabinet.

2. Click on the column titles to sort your columns by Name, Type, Size, Last Updated By, and Last Updated Date.

3. Click an individual folder to expand or collapse that folder.

4. Click an individual file to open that file.

File Cabinet Actions

You will be able to perform the following actions within the File Cabinet for Files and Folders:

• Deleting

• Moving

• Renaming

• File/Folder Maintenance (Setting Account Permissions)

1. Access the File Cabinet within the Account Utilities tab.

2. Add a checkmark in the checkbox next to the file or folder you wish to move, rename or perform maintenance on.

3. Select an Action from the Check Items to: drop-down box.

Note:  In order to perform maintenance on a file or folder, select only one at a time.

Searching Files

1. Click the Search Files link.

2. Enter a keyword in the File Name Like textbox to search.

3. Click the Go button.

Creating a Folder

1. Enter the name of the folder you would like to create in the Create Folder textbox.

2. Click the Create button.

Uploading Files

1. Click the Upload button.

2. Select a folder from the Upload To Folder drop-down box.

3. In the File Name box, browse to the file you want to upload by clicking the Browse button.

Note: This button is browser dependent.

4. Click the Rename link to rename the file if necessary.

5. Click the More link to upload multiple files.

6. Set File Permissions if necessary.

7. Click the Upload button.