Private Passport Mobile

• View account balances

• View account activity

• View account holdings

• Transfer funds and view transfer status

• Pay bills

• Deposit check (app only)

• View banking documents (app only)

• Freeze/unfreeze ATM/Debit cards

• View market information

• Read economic and market commentary from Northern Trust experts (app only)

• View Northern Trust social content from Twitter and YouTube (app only)

• Submit Feedback (app only)

• Locate Northern Trust offices and over 50,000 no fee ATMs

• Contact Northern Trust

Mobile App:

Balances

• Display

• Accounts display as "Account Type (last four digits of account number)" - for example, "Checking (...1234)"

• Nickname is displayed when one exists

• Balances

• Real time balances are shown for banking accounts

• Intraday balances are shown for all other account types

• Balance Types

• Available Balance reflects amount currently available for use and includes Northern Line where applicable

• Current Balance reflects all transactions posted to the account

• Market Values reflect best available data

• Navigation

• Tap on any account to view recent transactions for the account

• Press ‘More’ button to see additional accounts (only available if more than 20 accounts are enrolled)

Activity

• Display

• Activity includes date, amount and short description

• 60 days of transactions are available

• Transactions are listed in reverse chronological order (newest first)

• Types

• Includes pending banking transactions

• Activity available for all account types (including Trust, Northern Funds, and Brokerage)

Holdings

• Display

• Asset class and detailed positional information for accounts

• Market Values that reflect the best available prices, including intraday prices where applicable

• Change in account value from the previous business day’s position at the account, asset class and position levels

• Change values represented by amount and percent change

• Accounts display as ‘Account Type (…last four digits of account number)” – for example, “Brokerage (…1234)”

• Nickname is displayed when one exists

• Segmented button to toggle between holdings and activity data (Holdings will be the default)

• The Holdings menu option will be available when at least one Investment or Other Assets account type is enrolled to your ID

• Types

• Holdings data will be available for Investment and Other Assets account types

• Navigation

• Navigate to Holdings from Balances by selecting an Investment or Other Assets account

• Select the Holdings menu option from the Main Menu

• Tap asset class or asset descriptions to expand or collapse data

• Tap the change value to toggle between the amount and percent change

Transfers

• Navigation

• It is a three-step process: Create, Review, and View

• Selecting a From account filters the available To accounts

Bill Pay

• Navigation

• Bill Pay features include - Make A Payment, E-Bill, Pending/Completed Transactions.  iPad users can add new billers in the app

• Differences From Desktop Version

• New accounts can only be added from the desktop version (as well as initial e-bill signup)

• Payments may not be scheduled more than 1 year in advance

• The E-Bill page shows only unpaid e-bills due in the next 60 days and unpaid e-bills that were due in the prior 30 days   

• If an e-bill is paid from the Payment page rather than the E-Bill page, it will remain in the e-bill list until 30 days after the due date

• Bills that do not have a minimum payment show $0.00 in the minimum payment field

Popmoney

• Navigation
• • Select the Popmoney option in main menu to send money to almost anyone by using their email address or mobile phone number
  • Make person to person payments by selecting someone from your contacts list or enter in a new payee mobile phone number or email address
  • Define a payment amount and tap send.  The payee will receive an email or text message with instructions on how to deposit the money into their account
  • Money will be deducted from your account within one business day.  Payee will see funds deposited within 1-3 business days  
  • There is no fee to send money using the Popmoney feature
  • Popmoney is available on mobile phones (both iPhone and Andriod)

Deposit Check

• Display

• Deposit Check menu item is present in authenticated sessions

• Accounts display as 'Account Type (...last four digits of account number)" - for example, "Checking (...1234)"

• Nickname is displayed when one exists

• Navigation

• Use the segmented button on a mobile phone to toggle between the deposit check process and status for previously deposited checks.  iPad app displays mobile deposit activity to the right of Deposit Check page

Markets & Quotes

• Display

• View market centric information; quotes, news and charts

• Detailed quote information on specific asset or market index

• Navigation

• Select the Markets & Quotes menu option from the Main Menu

• Tap the ‘Details’ link when viewing detailed positional information in Holdings

• Once in Markets & Quotes, tap available segmented button options and/or descriptions to drill into additional details