How can I use consolidations?
A consolidation is a grouping of accounts that you can use to report on multiple accounts at once.
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 when you view any History or Asset report.
| Tip: | You do not need to create a consolidation to view History and Assets reports for all of your accounts or all accounts of a certain type. On all reports, the first option in the Accounts dropdown menu is All, which enables you to view the selected report for all of your accounts together. you do not need to create a consolidation. There is also an (ALL) option for each type of account, such as Banking (ALL). You can select one of these options to display the report for all accounts of that type together. |
| How can I customize Private Passport? |
| Related Topics |
| My Consolidations |
| Consolidate Your Accounts |
|