What are the default consolidations?

The default system consolidation is 'All Accounts' - it includes all accounts enrolled in Private Passport.  'Northern Trust Banking', 'Northern Trust Investments', 'Northern Funds', and 'Northern Trust Securities, Inc.' consolidations are also displayed if you have two or more accounts that fall into the category. You cannot modify or delete these consolidations.  However, you can create as many custom consolidations as you want.  A custom consolidation can be made up of any number of accounts, regardless of account type.  The 'All Accounts' consolidation will be displayed on the My Passport Home page, unless you use the Account/Consolidation Selector to choose a different consolidation.  All system and custom consolidations will be available in the Account/Consolidation Selector.

Note:  On the Net Worth Summary and Net Worth Details, the accounts within a consolidation will always be grouped by Assets/Liabilities/Non-Financial Accounts.

 

Related FAQs

How many of my own consolidations can I create?
Where are consolidations used?
What if I delete a consolidation that contains accounts?
Can I add accounts held at other institutions?