Where are consolidations used?

Consolidations can be viewed throughout Private Passport.  You can select to view a consolidation via the Account/Consolidation Selector within My Passport, Investments and Banking.  Other pages may contain an Account/Consolidation filter that allows you to filter a list by a specific consolidation.  

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.

  

Related FAQs

What are the default consolidations?
Where are account nicknames used?
What if I delete a consolidation that contains accounts?