If your organization uses a Utility in Balance to retrieve investment information from Northern Trust, please see below for instructions.

The data will be available for import based on an arrangement worked out between Northern Trust and your organization.  It will typically be available on the same day every month (i.e. the 5th business day of the month, etc.).  Please do not run the utility until you are sure that your Northern Trust data for the previous month is available.  

1. Navigate to Import/Export on the left side panel. Click the 'Run utilities' button.
   
   
   
2. Select Northern Trust Import. Here you'll see the files that have been sent by Northern Trust. 
3. Click 'Run Utility' to run the import for the current open period.