Online statements are currently available for banking deposit and loan accounts, trust, brokerage, Northern Funds, investment management, and securities custody accounts. They will be available in Private Passport three to five business days after the statement ending date. eDocuments (as well as their statement inserts) are displayed in PDF format, therefore you must have the free Acrobat Reader installed on your computer.
You do not have to sign up for online statements, they are automatically available if you are an account owner or authorized statement recipient. (Brokerage clients must have access to the online brokerage website to view their documents.) You will automatically receive a system alert notifying you that a new online statement is available.
Brokerage eDocuments are not listed in this view however, they are only listed on the eDocuments detail page. The eDocuments detail page displays all eDocuments, and lets you use filter criteria and column sorting to find exactly what you are looking for. You can also request duplicate copies of printed statements from this page.
Note: Brokerage online statements will only be listed in the Statements & Documents detail page if you have access to the online brokerage website and at least one brokerage account enrolled in Private Passport. These online statements will be viewed in the online brokerage website.
Note: Additional verification may be required when opening an online statement. See additional security verification.
Navigate to My Summary-->Statements & Documents
Click the Filter arrow.
Select the account and document types to
display.
Click Go.
Navigate to My Summary-->Statements & Documents
Select the desired date range from the Date Range field. (If you select 'I'll Choose', you are required to enter specific dates using the calendar.) Once a date range or specific dates are selected, the page refreshes with the results.
Click the Filter arrow.
Select Accounts and/or Document Types, and click Go. The page refreshes with the results.
Click a column header to sort the list in ascending or descending order.
Click the link in the Document column to view the pdf.
Click the Insert link in the Inserts column to view the pdf insert.
Go paperless for your statements. See Go Paperless.
Banking activity and balance information as of the current date is available within the Banking section of Private Passport. See View Today's Banking Activity and Balance Information.
Brokerage and Northern Funds account information is available within the Investments section of Private Passport. See View Brokerage and View Northern Funds Account Information.