Frequently Asked Questions
General
What is a portlet?
What browsers can I use?
Are there system requirements?
How do I provide suggestions?
How do I change the font size?
How do I change my contact information?
How do I change my password?
What if I forgot my password?
How do I securely exit the site?
What are recommended security guidelines?
Can I set my default start page?
Who do I contact with questions?
Access to Accounts
What types of accounts can I access?
What if one of my accounts is not listed?
Can I allow other people to access my accounts?
Can I access other people's accounts?
When will newly enrolled accounts appear?
How do I select which account/consolidation I want to view?
How do I see detail for my Brokerage accounts?
How do I access my account information through Quicken or Quickbooks?
Can I view my ATM and Debit cards?
Account Activity Information
How do I open a new account?
When is account data updated?
How do I find more detail for an account?
How current are account balances?
What's the difference between balances?
How do I view information for multiple accounts at once?
Which is the previous business day?
Where are account nicknames used?
Where can I find Northern Funds prospectuses and fund information?
When will my checks arrive?
How do I freeze and unfreeze my ATM and Debit card?
Asset Information
What is the difference between an account and an asset?
What does rolling up assets do?
What are tax lots?
Consolidations
What is a consolidation?
Where are consolidations used?
What if I delete a consolidation that contains accounts?
What are the default consolidations?
How many of my own consolidations can I create?
How do I view a consolidation?
When would I use an account group versus a consolidation?
Aggregated Accounts
What is aggregation?
How does aggregation work?
Can I add accounts held at other institutions?
What types of accounts can I add?
Can I add accounts or assets that are not available online?
What is the difference between aggregated online accounts and other accounts?
What is the maximum number of aggregated accounts I can add?
What data is available for aggregated accounts?
Why can't I see pending transactions in activity pages?
How much data is stored for my aggregated accounts?
How often will aggregated account data be updated?
How accurate is data from the other institutions?
How much does it cost to aggregate accounts from other institutions?
How can I refresh my aggregated account information?
Where can I view information for my aggregated accounts?
How can I tell the difference between my Northern Trust and non-Northern Trust accounts?
What kinds of loans and rewards can I add?
What if I change my password at another institution?
What if I forgot my password at the other institution?
What happens if I delete an aggregated account?
How do I add holdings?
When is the market value calculated for other assets?
Can I create nicknames for aggregated accounts?
Bill Payment
Why should I use online bill payment?
Will I be notified about the status of my payments?
How do I change my personal information for bill payment?
How secure is my bill payment information?
Should I use bill payment to pay my Northern Trust loan?
When should I use bill payment versus wires and other types of transfers?
What is the Bill Payment portlet?
Transfers
Can I be alerted about my transfers?
Can I transfer to my IRA accounts?
How are dates determined for recurring transfers?
How do weekends and holidays affect my transfer date?
Is there a cost for transfers?
Is there a limit on the amount I can transfer?
What type of transfers can I request?
What is the difference between deleting the next occurrence only and all remaining occurrences?
When will an ACH transfer be debited from my account?
Why would an ACH transfer be returned to my account?
When will my transfer post?
Why would a transfer fail?
Alerts and Messaging
What are notifications?
Can I delete a notification?
What types of alerts can I receive?
Online Statements
Can I get my statements online?
When are online statements available?
What online statements are available?
What tax forms are available online?
How do I save an online statement to my computer?
How far back are online statements available?
How do I print an online statement?
How do I change my email address used to get notified online statements are available?
How do I enroll in paperless statements?
Can I "go paperless" for all my accounts?
When will my first paperless statement arrive?
I receive a combined statement. Can I go paperless for these?
Can I switch back to paper statements?
Stock Quotes
How do I get a stock quote?
How do I find a stock symbol?
Financial Calculations
How is market value calculated?
How is unrealized gain/loss calculated?
How is capital (realized) gain/loss calculated?
How is tax cost calculated?
How is market value change calculated?
How is market value % change calculated?
Private Passport Mobile
How do I access Private Passport Mobile?
Will Private Passport Mobile work on my mobile device?
Where can I find the App?
What can I do with the App?
What can I do on the Mobile version?
Is Mobile Banking safe?
What accounts can I access?
H
ow up-to-date are the banking balances?
I want to transfer money to or from an account at another institution. What do I do?
When will funds be available?
Can I buy and sell Northern Funds?
What is the difference between a current balance and an available balance?
Can I pay bills?
How many transactions can I see using Private Passport Mobile?
Why does the Mobile version look so much different?
How do I find my phone's Operating System (OS)?
I'm not able to log in. What should I do?
