Frequently Asked Questions
More FAQs
Passportfolio®
What is Passportfolio®?
How does Passportfolio® work?
How much does it cost to use Passportfolio®?
What types of accounts can I add?
How will my Passportfolio® information be kept secure and private?
What's the difference between online and other accounts?
How many accounts can I add?
How can I refresh my Passportfolio Accounts?
How do I create nicknames for Passportfolio® accounts?
How do I hide selected My Passportfolio® accounts from the Financial Summary page?
Online Accounts
How do I add accounts held at other institutions?
What kinds of loans can I add?
What kinds of rewards can I add?
What if my service provider is not listed?
Where can I view information for a Passportfolio® account?
What data is available for Passportfolio® accounts?
How much data is stored for Passportfolio® accounts?
How do I update my Passportfolio® account information?
What if I change my password at another institution?
What if I forgot my password at the other institution?
How do I delete a Passportfolio® account?
How do I remove Passportfolio® accounts from the Financial Summary page?
How do I remove a Passportfolio® provider from My Passportfolio®?
Other Assets and Liabilities
Can I add accounts or assets that are not available online?
Where do other assets and liabilities appear?
How do I add and remove holdings?
When is the market value calculated for other assets?