Why is my stock ticker showing as an asset in my linked account?

This can happen when our third party brokerage connection software Yodlee has a glitch and has given us incorrect info. We do have an option that will allow you to change the asset into a stock type to correct these issues. This option will only appear when Assets are part of your linked account. See the screenshots below.

From the navigation panel under Portfolios, right-click on the portfolio and select ‘View Portfolio’.

If you need to make a change to your Asset, click the edit button next to the ticker as seen in the first screenshot.

YodleeFix

This edit button will bring up a window where you can enter the correct ticker, as seen in the screenshot below. Once this change is saved, this correction will take effect immediately, the portfolio screen will refresh and show the ticker under stocks and the asset line will disappear.

YodleeFix

The Asset Corrections button will now render when these manual corrections exist and here is where the corrections can be removed, see the screenshot below.

YodleeFix

Here is the window that appears when Asset Corrections is clicked and to remove a correction click an x next to the correction you want to remove.

YodleeFix


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