You no longer have to receive paper statements in the mail! Private Passport’s Go Paperless page enables you to go paperless for the following types of accounts:
• Banking Deposit Statements*
Loan Statements*
• Trust and Investment Management Accounting Statements
• Trust and Investment Management Performance Statements
*Exclusions for banking and loan accounts include IRAs, Notices, accounts for which original checks are returned, and accounts where a statement copy is sent to an alternate address.
Note: For banking deposit and loan joint accounts where the statement is sent to the same mailing address, when one account owner requests to stop receiving paper statements, the other account owner(s) will automatically stop receiving paper statements, regardless of whether they are Private Passport users. The other owner(s) will not receive notification that they will no longer receive paper statements.
Regardless of whether you choose to go paperless or not, these statements are available online in Private Passport. Statements & Documents will be available in Private Passport three to five business days after the statement ending date. You will automatically receive an alert in Private Passport and an email notifying you that an online statement is available. Online statements (as well as important messages included with your statement) are displayed in PDF format, therefore you must have the free Acrobat Reader installed on your computer.
When you choose to go paperless for an account and/or a combined statement, it may take effect beginning with the next statement cycle for the specified account/combined statement. Likewise, if at any time you choose to reinstate paper, it will take effect beginning with the next statement cycle. If the next statement cycle date falls on a weekend, the statements are created the Friday before.
Note: If you have gone paperless, and then you do not log into Private Passport at least once within 180 days, you will automatically start receiving paper statements again for your Trust, Investment, and Custody accounts (this does not apply to Banking Deposit accounts). You will be required to re-accept Terms and Conditions again the next time you go paperless.
Brokerage and Northern Funds Accounts
You can elect to go paperless for brokerage statements, trade confirmations and shareholder communications via the online brokerage website. Instructions can be found here. You can elect to go paperless for Northern Funds prospectuses, financial reports, and proxies by completing this form.
1. Navigate to Settings -> Go Paperless.
2. Select the Go Paperless checkbox next to one or more accounts or combined statements listed (or ‘Select All’ to choose all accounts/combined statements listed).
3. If desired, select the checkbox ‘Check here if you wish to go paperless for all future eligible account statements added to Private Passport.’
4. Click Next.
5. Read the Terms and Conditions and select I Agree.
8. Click Submit.
9. A confirmation page will be displayed. You will also receive a message in your email address set up in the eDocuments alert.
Note: You only need to accept the Terms and Conditions once. After that, you can simply make any changes and click Save Changes.
Can I get my statements online?
How do I enroll in paperless statements?
Can I “go paperless” for all my accounts?
When will my first paperless statement arrive?
Can I switch back to paper statements?
How do I change my email address used to get notified online statements are available?
I receive a combined statement for some of my accounts. Can I go paperless for these?
• Online statements are currently available for banking deposit accounts, trust, brokerage, Northern Funds, investment management, and securities custody accounts. See View Statements & Documents.
• Transaction and balance information is available within the Banking section for all account types, as well as Investment Activity specifically for trust and investment accounts. See Transactions and Balances and View Investment Activity.