Passportfolio®

Passportfolio® enables you to access and track online accounts you hold at other financial institutions and other service providers. You can add banking, credit card, investments, loans, mortgage and rewards. You can also track other assets and liabilities you may have which are not available online, such as real estate, jewelry, artwork, etc. You can manually enter a description, value, and other optional information. If the account or asset includes securities, you can enter ticker symbols and number of shares. Passportfolio® can then automatically update the market prices of your holdings each night.

For Online accounts, use this page to:

Access My Passportfolio
View a Demo of how to use Passportfolio
Access the Provider List

For Other accounts, use this page to:

Access the Portfolio with Holdings page
Access the Other Assets and Liabilities page

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

Notes:

Passportfolio® does not apply to Northern Trust accounts. For information about accessing other Northern Trust accounts in Private Passport, see What if one of my accounts isn't listed?

From the Passportfolio® home page, you have three ways to add accounts held at other institutions:

My Passportfolio - For Online Account Access
For online accounts held with other institutions that you want to add to Private Passport, you must already have online access setup with the provider. If you have online access, simply locate your provider name and enter your ID and password only once and then Passportfolio® will automatically obtain balances and historical activity nightly for these accounts. After successfully adding the provider, you can view these accounts together with your Northern Trust accounts on the Financial Summary. You can add banking, credit cards, loans, mortgages, investment and reward accounts.
Once you have added an account using Passportfolio®, you can access transactions on the History reports, view holdings on the Asset reports, and view general account information on the Profile page.
Portfolio with Holdings
If you want to track a Portfolio with holding and you do not have online access, you can manually enter a portfolio of securities with holdings detail using the Portfolio with Holdings page. You can then track the market value of these assets using current prices.
Other Assets and Liabilities
Enter other assets and liabilities which may include off-line accounts such as your personal property, jewelry, real estate, boats etc. by manually entering a description, value, and other optional information.

To add an online account using My Passportfolio:

Under Financial Summary in the top menu, select Passportfolio®.
Click the My Passportfolio® link or My Passportfolio from the top navigation.
If this is the first time you are using My Passportfolio®, read the Terms and Conditions, then click Continue. Read the Privacy Information, then click Accept.
The My Passportfolio® page appears.
You can add accounts by selecting or searching for your financial institution or service provider. Once you have added accounts using My Passportfolio, they will appear under Passportfolio Provider & Account Management where you can manage the accounts.
Do one of the following:

To list all of the available providers, select a category (banking, brokerage, credit card, loans, mortgage, investments or rewards) and click Go. A list of the providers in that category appears.
To search for the name of your financial institution or provider, enter one or more words in the provider name, then click Search. A list of the providers that match your search criteria appears. Note: Ifyour provider is not listed, click the Don't see your provider? link. Make sure to include the address for the site you would like to add and the type of accounts you would like to view for this provider.

Click the provider name.
On the next page (Provider Access Information), enter your ID and password for online access to the selected service provider's site.
Note: If your provider requests additional login information, we will request this information from you. If at anytime you have questions about the information we are requesting, please contact the Private Passport Help Center at 888-635-5350.