How do I add accounts held at other institutions?

Under Financial Summary in the top menu, select Passportfolio®. Passportfolio® makes it convenient to view your entire financial picture by adding accounts held at other financial institutions and service providers.

From the Passportfolio® home page, you have three ways to add accounts held at other institutions:

1. My Passportfolio®
   For online accounts held with other institutions that you want to add to Private Passport, you must already have online access setup with the provider. If you have online access, simple locate your provider name and enter your ID and password only once and then Passportfolio@ automatically obtains balances and historical activity nightly for these accounts. After successfully adding the provider, you can view these accounts together with your Northern Trust accounts on the Financial Summary. You can add banking, credit cards, loans, mortgages, investment and reward accounts.

   Once you have added an account using Passportfolio®, you can access transactions on the History reports, view holdings on the Asset reports, and view general account information on the Profile page.

2. Portfolio with Holdings
    Manually enter a portfolio of securities with holdings detail. You can then track the market value of these assets using current prices.
3. Other Assets and Liabilities
   Enter other assets and liabilities which may include off-line accounts such as your personal property, jewelry, real estate, boats etc. by manually entering a description, value, and other optional information.