Private Passport's Passportfolio® provides the convenience of accessing all of your accounts in one place. Within Private Passport, you can view information for accounts you hold at other institutions together with your Northern Trust account information. You can access banking, investments, credit card, loans, mortgage and reward accounts.

For a quick introduction to Passportfolio®, see the Private Passport Getting Started guide, Add Other Financial Accounts and Personal Assets.

How does Passportfolio® work?

You can add online accounts you hold at other financial institutions and service providers that you would like to view in Private Passport. These accounts appear with your Northern Trust accounts on the Financial Summary. More detailed data is also available for your My Passportfolio® accounts on the Profile, History, and Asset reports.

To add a non-Northern Trust online account using My Passportfolio®, simply select your financial institution or service provider where you have a banking, investments, credit card, loans, mortgage or rewards account(s). Next, enter the ID and password for that account. Passportfolio® will then obtain current balances and historical activity each night for these accounts and display it on the Financial Summary. For the most current information from your service providers, you can click Refresh Passportfolio® link on the Financial Summary.

Tell me about the security and privacy of my Passportfolio® account information.

Northern Trust maintains the highest level of security and privacy with your information. By your use of Passportfolio®, Northern Trust employees will have access to this information and may use it in making decisions to market Northern products and services to you. For more information, see Privacy & Security and Passportfolio® Terms & Conditions.

Will I be able to include information that is not available online?

Yes, using Passportfolio®, you can also add other assets and liabilities as well as accounts in which you do not have online access. You can track assets such as real estate, jewelry, artwork, etc. by manually entering a description, value, and other optional information. For securities, if you can enter ticker symbols and number of shares, and Passportfolio® will automatically update the market prices of your holdings each night.

What is the maximum number of accounts I will be able to add using Passportfolio®?

There is no limit to the number of accounts you can add using Passportfolio®.

How often will the data be updated?

Each night, Passportfolio® retrieves updated account information for the prior business day. For the most current information from your service providers, you can click Refresh Passportfolio@ link on the Financial Summary.

How accurate is data from Passportfolio® providers?

Northern Trust will have no control over the accuracy of the data from other service providers. Please contact the service provider directly if you see any discrepancies in your Passportfolio® account information. 

How much does it cost to use Passportfolio®?

There is no charge to use this service.

What is the difference between a Provider and an Account?

A provider is a financial institution or service provider(e.g. State Street Bank,TRowe Price, Mariott, United Airlines). An account is an individual asset or liability held within a financial institution or service provider(e.g. checking account).

Related Topics

Passportfolio®