What are Northern's default groups?

Default groups are the original account groups that appear on the Financial Summary and other summary pages. These include:

Default group Contains these types of accounts
Cash Accounts

Anchor Checking
Checking
Interest Checking
Money Market Demand Account
Savings

Banking accounts at other institutions, added to Private Passport using Passportfolio®

Investment Accounts

CDs
Investment Management Services
Northern Funds
Northern Trust Securities, Inc. brokerage
Securities Custody
Trust

Investment accounts at other institutions, added to Private Passport using Passportfolio®

Irrevocable and Other Fiduciary Accounts Irrevocable Trust
Accounts you manage, but do not have ownership of
Other Assets Non-Northern Trust assets, added to Private Passport using Passportfolio® 
Liabilities Credit Lines
Mortgage Loans
Installment Loans
Other Liabilities

Non-Northern Trust liabilities, added to Private Passport using Passportfolio®

Credit Cards

Credit card accounts with other institutions, added to Private Passport using Passportfolio®

Non-Financial Assets Any asset that is not from a financial institution including Reward accounts that display mileage points or rewards.
Rewards This only applies to Passportfolio® accounts.

 

Related FAQs
How do I group my accounts differently?
Where are account groups used?
What if I delete a group that contains accounts?
How do I add accounts held at other institutions?
What is Passportfolio®?
 
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