Private Passport enables you to aggregate (add) online assets and liabilities held with other institutions and service providers. By aggregating these assets and liabilities, you are able to see a more complete picture of your total net worth within Private Passport. You will also be able to more accurately manage your asset allocation by having a holistic view of your holdings. Example of assets and liabilities you can aggregate from other institutions include credit cards, rewards, loans, mortgages, banking and investment accounts.
Note: Non-Northern Trust assets and liabilities are displayed with an asterisk (*) in Private Passport.
Private Passport obtains current balances and historical activity nightly from the other institutions and service providers. Therefore your aggregated account market values will display in Private Passport as of the previous business day.
Go to 'Add Account' on My Summary Overview, Net Worth Details, Manage Accounts or Shortcuts.
Select 'Online accounts/assets'.
3. Select or search for your external provider.
4. Enter your User ID, Password and re-enter your Password and click 'Link Account'.
Note: If you do not see your provider name in the list displayed, you can request that the provider be added to the existing list. Ensure that the provider that you want to add belongs to one of the following account types: credit cards, rewards, loans, mortgage, banking and investments.
What types of aggregated accounts can I add?
Can I add accounts or assets that are not available online?
What is the difference between aggregated online accounts and other accounts?
What is the maximum number of aggregated accounts I can add?
How do I edit login information?
Your aggregated non-Northern Trust accounts can be viewed in Net Worth Summary, Net Worth Details, Holdings, and Investment Activity, as well as in the Account/Consolidation Selector.
You can also add other assets and liabilities you have which are not available online, such as real estate, jewelry, artwork, etc. See Aggregate (Add) Account Manually for an Asset.
