How do I view information for multiple accounts at once?

You can create a consolidation, which is a grouping of accounts that you can use to report on multiple accounts at once.

For example, if you want to view all of your children's accounts together, you can create a consolidation and call it "Children" then choose the accounts to include in that consolidation. You can create as many consolidations as you like, and an account can be in more than one consolidation.

Use the My Consolidations page to create and maintain any number of consolidations in order to meet your specific reporting needs. Once you have created a consolidation, you can select it from the Accounts dropdown menu on a History or Assets report.

To create a consolidation:

  1. Under Financial Summary in the top menu, select Customize.
    The Customize Accounts page appears.
  2. Click the My Consolidations link.
    The My Consolidations page appears.
  3. Click the link in the first sentence on the page, Create new account consolidation.
    The Consolidate Your Accounts page appears.

  4. Enter a name for the consolidation.

  5. From the dropdown menu on the right, select the type of accounts to include.
    A list appears on the page showing your accounts of that type. For example, if you selected Banking, all of your banking accounts are listed on the page.
  6. Click the check box for each account to include in the consolidation.

  7. Click Save.
    The My Consolidations page appears again, including the new consolidation.

To display history or assets for a consolidation:

  1. From the My Consolidations page, select a report from the Go To dropdown menu next to the consolidation.

    OR
  1. On a History or Assets page, select a consolidation you have created from the Accounts dropdown menu at the top of the page, then click Go.

    Notes: In the Accounts dropdown menu, consolidations are listed under the type of accounts contained. For example, a consolidation with only brokerage accounts appears in the Accounts dropdown menu under Northern Trust Securities, Inc.
     


Related Topics
Assets
Consolidate Your Accounts
History
My Consolidations