Where can I view information for a Passportfolio® account?

Once you have added an account to Private Passport using Passportfolio®, you can view the current balance for this account on the Financial Summary, together with your Northern Trust accounts.

You can also view the following information for each Passportfolio® account:

General account information and balances on the Profile page
Transactions on the History - Transactions page
Holdings on the Assets - Portfolio Holdings page

Passportfolio® account information is updated nightly. Balances, transactions, holdings, and other information from your service provider are updated for the prior business day. For the most current information from your service providers, you can click the Refresh button on the Financial Summary.

Note:

The account data retrieved by Passportfolio® depends on the availability of data from your service provider or financial institution.