e-Documents

You can view online versions of printed documents sent to you by mail for accounts enrolled in Private Passport. Online statements will be available in Private Passport five business days after the statement ending date. You can also request a copy of any printed statement.

Account statements are available online for investment accounts, including trust, brokerage, Northern Funds, investment management, and securities custody.

In addition to statements, you can view the following types of e-Documents:

• Northern Funds accounts - transaction confirmations, tax forms and other account resources
• Northern Trust Securities, Inc. brokerage accounts - trade confirmations and tax statements

To view accounting and performance statements (non-brokerage):

1. Select an account
2. Select e-Documents from the Go To drop-down
3. Click Go, the available online statements for that account are listed
4. Click the View link next to the statement you want to see and the statement will appear in a new window.
   You can use buttons on the Adobe Acrobat Reader toolbar to print or save the file.

   Notes:	If you do not see a Northern Funds statement you are looking for, it may be included in the online statement for another account. As with Northern Funds printed statements, an online statement may include more than one account. However, only one account number from the statement will be listed on this page.
   	Not all accounts are eligible to receive a Performance Statement.

5. Optional for Northern Funds clients, you can click the next to the account you want to view updates for and a window will appear with an archive of Northern Fund news and information.

To view Northern Funds transaction confirmations:

Online confirmations are available in Private Passport two business days after the transaction has occurred. You will still receive the printed confirmation by mail.

1. Select a Northern Funds account
2. Select e-Documents from the Go To drop-down
3. Click Go
4. Click the Confirmations link, a list appears of all Northern Funds transactions confirmations within the last 90 days
• Click the View link, to open a transaction confirmation the e-Document appears in a new window
• Click next to the account you want to view updates for, a window appears with an archive of Northern Fund news and information

To view Northern Funds Tax forms:

1. Select an account
2. Select e-Documents from the Go To drop-down
3. Click Go, the available online statements for that account are listed
   
   Notes: For Northern Funds, online statements for all of your Northern Funds accounts are listed, not only the selected account. 
4. Click the Tax Forms link, a list appears of all Northern Funds transactions
• Click the View link, to open a tax form the e-Document appears in a new window
• Click next to the account you want to view updates for, a window appears with an archive of Northern Fund news and information

To view brokerage e-Documents:

1. Select Brokerage, the Online Brokerage site opens in a new browser window.
2. Select Statements and Records in the top navigation.
   For more information, see the online help within the Online Brokerage site.

To request a copy of a statement:

You can request a copy of a statement to be mailed to you for any account and any statement ending date.

1. Go to the Account Services page located in the Financial Summary section.
2. Click the Printed Statements link to request a copy
3. Select an account
4. Enter the Statement Ending Date
5. Enter Comments
6. Click OK, to submit your statement request
7. Click OK, to verify your statement request