INSTITUTIONAL INVESTOR PASSPORT USER GUIDE

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Albert Harvey
6 years ago
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1 INSTITUTIONAL INVESTOR PASSPORT USER GUIDE Welcome to Passport. The enhanced design addresses the specialized needs of the Benefit Payment Administrator to quickly access and effectively analyze your retiree information. This guide will help you get started customizing your home page to best fit your needs. MY PASSPORT HOME PAGE PAGE SET-UP After you log onto the site, you will be taken to the My Passport page. You can customize your page to best fit your needs by adjusting your viewing preferences and adding content. northerntrust.com 1 of 7

2 MY PROFILE AND PREFERENCES Adjusting your viewing preferences allows you to override the default preferences to create a more customized experience. This includes: Selecting a Start Page the page you most frequently access or the page you want to see first when logging in. Defining your International Settings and Format Preferences time zone, account display format, and number, language, date and time formats. Entering your Contact Information to define what address you want to receive report attachments, report notifications and Passport alerts and other important communications from Northern Trust Once you change your preferences they will not change again, unless you change them. To update your viewing preferences, click the My Profile & Preferences link at the top of the page Ver 4.2 northerntrust.com 2 of 7

ADD CONTENT The Add Content button is located on most pages of the portal. Once you click on it you will see all the content (portlets) that you can place on that page.

Click Add, the portlet will be placed on the page and the counter will change to reflect how many of that portlet you have on the page, and how many you have available to add. 3.

3 ADD CONTENT The Add Content button is located on most pages of the portal. Once you click on it you will see all the content (portlets) that you can place on that page. Depending on the page you are on, your content choices may differ. 1. For each available portlet, you ll notice the name and a snap shot of the portlet, an Add button, and a counter. 2. Click Add, the portlet will be placed on the page and the counter will change to reflect how many of that portlet you have on the page, and how many you have available to add. 3. Click Close Content to return to the page. 4. After you add a portlet you need to set your preferences. To do this, click the Edit button in the upper right corner of the portlet. 5. You can move the portlets up or down on the page by dragging the portlet from the title bar it s that simple. Ver 4.2 northerntrust.com 3 of 7

Eliminates the need to scroll down a page. Improves performance by reducing the load time per page. Add Page is available on most Passport tabs and is accessed from the navigation bar below the tab.

4 ADDING PAGES You can create additional pages under your Passport tabs to house your portlets. There are multiple benefits to creating additional pages and splitting you portlets between these pages: Ability to organize your portlets to best suit how you work. Eliminates the need to scroll down a page. Improves performance by reducing the load time per page. Add Page is available on most Passport tabs and is accessed from the navigation bar below the tab. To Add a Page to a Tab: 1. Click the down arrow to the right of the Add Page option. 2. In the Personalize your page window, enter a name for the page and click Save. CUSTOMIZING YOUR EXPERIENCE In addition to your custom settings on My Profile and Preferences page, Passport makes it easy to change settings and customize on the fly. World Times Dealing in different time-zones? Just click on the upper right-hand corner and select the time zones you want shown. Ver 4.2 northerntrust.com 4 of 7

My Links My Links is a customizable portlet allowing you to create links to the websites that you most frequently

5 Start Page Want to change your own home page on the fly? Click at the bottom right-hand side of the page you are on to make your new Home. My Links My Links is a customizable portlet allowing you to create links to the websites that you most frequently visit. INSIGHTS AND RESEARCH The Insights and Research tab provides access to the latest market updates, economic outlook, product updates and news from Northern Trust. Ver 4.2 northerntrust.com 5 of 7

The Summary page provides Featured Insights containing white papers, webinars and

on new and changing regulations within our industry such as Dodd-Frank, FACTA,

6 The Summary page provides Featured Insights containing white papers, webinars and papers on regulatory changes for either the Asset Servicing professional or the Asset Management profession. The Insights on Regulation page is meant to provide you with the latest information on new and changing regulations within our industry such as Dodd-Frank, FACTA, UCITs and Derivatives. This page also includes links to the regulations and insights from Northern Trust experts. Ver 4.2 northerntrust.com 6 of 7

7 Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois U.S.A., incorporated with limited liability in the U.S. The Northern Trust Company, London Branch (reg. no. BR001960), Northern Trust Global Investments Limited (reg. no ) and Northern Trust Global Services Limited (reg. no ) are authorised and regulated by the Financial Services Authority. The material within and any linked material accessed via this communication is directed to eligible counterparties and professional clients only and should not be distributed to or relied upon by retail investors. For Asia Pacific markets, it is directed to institutional investors, expert investors and professional investors only and should not be relied upon by retail investors. Northern Trust (Guernsey) Limited, Northern Trust Fiduciary Services (Guernsey) Limited, and Northern Trust International Fund Administration Services (Guernsey) Limited are licensed by the Guernsey Financial Services Commission. Northern Trust International Fund Administrators (Jersey) Limited and Northern Trust Fiduciary Services (Jersey) Limited are regulated by the Jersey Financial Services Commission. Northern Trust International Fund Administration Services (Ireland) Limited, Northern Trust Securities Services (Ireland) Limited and Northern Trust Fiduciary Services (Ireland) Limited are regulated by the Central Bank of Ireland. Northern Trust Global Services Limited has a Luxembourg Branch, which is authorised and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Northern Trust Luxembourg Management Company S.A. is regulated by the Commission de Surveillance du Secteur Financier (CSSF). Northern Trust Global Investments Limited has a Netherlands branch, which is authorised by the Financial Services Authority and subject to regulation in the Netherlands by the AutoriteitFinanciëleMarkten. Northern Trust Global Services Limited has a Netherlands Branch, which is authorised and regulated in the Netherlands by De Nederlandsche Bank. Northern Trust Global Investments Limited has a Sweden branch, which is authorised by the Financial Services Authority and subject to regulation in Sweden by the Finansinspektionen. Northern Trust Global Services Ltd (UK) Sweden Filial is authorised by the Financial Services Authority and subject to regulation by the Finansinspektionen. Northern Trust Global Services Limited operates in Abu Dhabi as a Representative Office. Our registered office is authorised and regulated by the Central Bank of the United Arab Emirates. The Northern Trust Company operates in Australia as a foreign authorised deposit-taking institution (foreign ADI)and is regulated by the Australian Prudential Regulation Authority. The Northern Trust Company has a branch in China regulated by the China Banking Regulatory Commission. The Northern Trust Company of Hong Kong Limited is regulated by the Hong Kong Securities and Futures Commission. Northern Trust Global Investments Japan, K.K. is regulated by the Japan Financial Services Agency. The Northern Trust Company has a Singapore Branch, which is a foreign wholesale bank regulated by the Monetary Authority of Singapore. The Northern Trust Company operates in Canada as The Northern Trust Company, Canada Branch, which is an authorised foreign bank branch under the Bank Act (Canada). Trustee related services in Canada are provided by the wholly owned subsidiary The Northern Trust Company, Canada, an authorised trust company under the Trust & Loans Companies Act (Canada). Deposits with The Northern Trust Company and its affiliates and subsidiaries are not insured by the Canada Deposit Insurance Corporation. IRS CIRCULAR 230 NOTICE: To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. For more information about this notice, see Ver 4.2 northerntrust.com 7 of 7

I N F O R M A T I O N F O R I N S I G H T F U L D E C I S I O N M A K I N G. N o r t h e r n T r u s t P a s s p o r t

I N F O R M A T I O N F O R I N S I G H T F U L D E C I S I O N M A K I N G N o r t h e r n T r u s t P a s s p o r t K N O W L E D G E I S P O W E R In a world with far too much data moving ever more