What types of e-Documents are available?

Online statements are available for investment accounts. This includes monthly statements, quarterly statements and year-end statements for trust, brokerage, Investment Management, Securities Custody, and Northern Funds accounts. Online statements are available on the e-Documents page three to five business days after the statement ending date.

In addition:

  • For Northern Funds accounts, transaction confirmations are available. Online confirmations are available online two business days after the transaction has occurred.
  • For Northern Trust Securities, Inc. brokerage accounts, statements, trade confirmations, and tax statements are available on the Online Brokerage site.

Other types of e-Documents and online statements for banking accounts will be available in the future.

Notes:
  • You do not have to sign up for e-Documents. You will continue to receive statements, confirmations, and other materials by mail.

  • You will automatically receive an alert in the Alerts Inbox notifying you that a new online statement is available.

  • To access statements online, you must be an account owner or authorized statement recipient.

  • To view e-Documents, you must have the free Adobe Acrobat Reader software installed on your computer.

To view online statements:

  1. On the Financial Summary, select e-Documents from the Go To menu for an investment account.

    The e-Documents page appears, listing the available online statements.

    If online statements are not available for the selected account, the Request Printed Statement page appears for you to request a statement copy.

    • To open an online stateent, click its View link. The statement appears in a new window.
    • To print the statement, click the Print button on the Adobe Acrobat Reader toolbar.
    • To save the statement on your computer, click the Save button on the Adobe Acrobat Reader toolbar.

To view Northern Funds transaction confirmations online:

  1. On the Financial Summary or Northern Funds Summary, select e-Documents from the Go To menu for a Northern Funds account.

    The e-Documents page appears.

  2. Click the Confirmations link.

    A list appears of all Northern Funds transactions confirmations within the last 90 days.
    • To open a transaction confirmation, click its View link. The e-Document appears in a new window.
    • To print the confirmation, click the Print button on the Adobe Acrobat Reader toolbar.
    • To save the confirmation on your computer, click the Save button on the Adobe Acrobat Reader toolbar.

Related FAQs
How far back are online statements available?
 
e-Documents