Brokerage and Bill Pay

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Wealth Passport includes the ability to link to Brokerage and Bill Payment capabilities for those clients that are enrolled in these features.  If you are not enrolled for these features, you will not see these options.  

Brokerage

Accessing Brokerage

  1. Click the Activity Tab within Wealth Passport.

  2. Click on Brokerage from the Activity submenu.

  3. Click on the Access Online Brokerage link to access the Northern Trust Securities, Inc.  Website.

Bill Payment

Accessing Bill Payment

  1. Click on the Activity Tab within Wealth Passport.

  2. Click on the Bill Payment sub tab.

  3. Click on the Bill Payment link.

You are now accessing the Northern Trust Bill Payment System.

Activity - Money Movement

Account Permissions