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What
are the default consolidations?
The default system
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.
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