How can I customize Private Passport?
You can create nicknames for your accounts as well as add groups to organize your accounts. To edit nicknames and groups, select Customize under Financial Summary in the top menu. The Customize Accounts page appears from which you can create or edit nicknames and groups. Nicknames and groups are used on all summary pages (Banking Summary, Investments Summary, etc.)
In addition, you can use Passportfolio® to add accounts and other assets or liabilities that you hold outside of Northern Trust. These accounts then appear on the Financial Summary, providing a comprehensive view of your finances. To add non-Northern Trust accounts, click Passportfolio® under Financial Summary in the top menu.
