How many of my own consolidations can I create?

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.  Then, you can create as many custom consolidations as you want.  A consolidation can be made up of as many accounts as you want, regardless of account type.

 

Related FAQs

What is a consolidation?
Where are consolidations used?

What are the default consolidations?

How do I view a consolidation?