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What is a consolidation?
A consolidation is a grouping of accounts
that you can use to report on multiple accounts at once. By default,
you will have an 'All Accounts' consolidation in Private Passport,
as well as 'Northern Trust Banking', 'Northern Trust Investments',
'Northern Funds', and 'Northern Trust Securities, Inc.' consolidations
if you have two or more accounts that fall into the category.
You can then create any number of your own custom consolidations.
A consolidation can be made up of any accounts, regardless
of the account type. Once a consolidation is created, you
can view it throughout the site in order to get a consolidated
view of your accounts for net worth, holdings, etc.
Use the 'Consolidations' tab on the Manage
Accounts page to create and maintain any number of consolidations
in order to meet your specific reporting needs.
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