Yodlee Account Types

Yodlee Account Types

Container Attributes
Bank CHECKING
SAVINGS
CD
PPF
RECURRING_DEPOSIT
PREPAID
OTHER
Credit Card CREDIT
CHARGE
OTHER

Security Normalization 1.0 is the initial version of the security normalization service that Yodlee has provided to its customers. This service derives security and account types based on key words.

Investment (SN 1.0)

BROKERAGE_MARGIN
IRA
BROKERAGE_CASH
401K
403B
TRUST
ANNUITY
SIMPLE
CUSTODIAL
BROKERAGE_CASH_OPTION
BROKERAGE_MARGIN_OPTION
INDIVIDUAL
CORPORATE
JTTIC
JTWROS
COMMUNITY_PROPERTY
JOINT_BY_ENTIRETY
CONSERVATORSHIP
ROTH
ROTH_CONVERSION
ROLLOVER
EDUCATIONAL
529_PLAN
457_DEFERRED_COMPENSATION
401A
PSP
MPP
STOCK_BASKET
LIVING_TRUST
REVOCABLE_TRUST
IRREVOCABLE_TRUST
CHARITABLE_REMAINDER
CHARITABLE_LEAD
CHARITABLE_GIFT_ACCOUNT
SEP
UTMA
UGMA
ESOPP
ADMINISTRATOR
EXECUTOR
PARTNERSHIP
SOLE_PROPRIETORSHIP
CHURCH
INVESTMENT_CLUB
RESTRICTED_STOCK_AWARD
CMA
EMPLOYEE_STOCK_PURCHASE_PLAN
PERFORMANCE_PLAN
BROKERAGE_LINK_ACCOUNT
MONEY_MARKET
SUPER_ANNUATION
REGISTERED_RETIREMENT_SAVINGS_PLAN
SPOUSAL_RETIREMENT_SAVINGS_PLAN
DEFERRED_PROFIT_SHARING_PLAN
NON_REGISTERED_SAVINGS_PLAN
REGISTERED_EDUCATION_SAVINGS_PLAN
GROUP_RETIREMENT_SAVINGS_PLAN
LOCKED_IN_RETIREMENT_SAVINGS_PLAN
RESTRICTED_LOCKED_IN_SAVINGS_PLAN
LOCKED_IN_RETIREMENT_ACCOUNT
REGISTERED_PENSION_PLAN
TAX_FREE_SAVINGS_ACCOUNT
LIFE_INCOME_FUND
REGISTERED_RETIREMENT_INCOME_FUND
SPOUSAL_RETIREMENT_INCOME_FUND
LOCKED_IN_REGISTERED_INVESTMENT_FUND
PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
GUARANTEED_INVESTMENT_CERTIFICATES
REGISTERED_DISABILITY_SAVINGS_PLAN
OTHER

Security Normalization 2.0 is an enhanced version of the normalization service that Yodlee has started offering its customers. The derivation of security and account types in version 2.0 are rule based. This service supports data vendors like Xignite, Envestnet, S&P, and Morningstar that provide better coverage of securities. Customers choosing premium services like Asset Classification, Reconciliation or Options services are required to use this newer version of security normalization.

Investment (SN 2.0)

BROKERAGE_CASH
BROKERAGE_MARGIN
INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
EMPLOYEE_RETIREMENT_ACCOUNT_401K
EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
TRUST
ANNUITY
SIMPLE_IRA
CUSTODIAL_ACCOUNT
BROKERAGE_CASH_OPTION
BROKERAGE_MARGIN_OPTION
INDIVIDUAL
CORPORATE_INVESTMENT_ACCOUNT
JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
JOINT_TENANTS_COMMUNITY_PROPERTY
JOINT_TENANTS_TENANTS_BY_ENTIRETY
CONSERVATOR
ROTH_IRA
ROTH_CONVERSION 
ROLLOVER_IRA
EDUCATIONAL
EDUCATIONAL_SAVINGS_PLAN_529
DEFERRED_COMPENSATION_PLAN_457
MONEY_PURCHASE_RETIREMENT_PLAN_401A
PROFIT_SHARING_PLAN
MONEY_PURCHASE_PLAN
STOCK_BASKET_ACCOUNT
LIVING_TRUST
REVOCABLE_TRUST
IRREVOCABLE_TRUST
CHARITABLE_REMAINDER_TRUST
CHARITABLE_LEAD_TRUST
CHARITABLE_GIFT_ACCOUNT
SEP_IRA
UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
UNIFORM_GIFT_TO_MINORS_ACT_UGMA
EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
ADMINISTRATOR 
EXECUTOR
PARTNERSHIP
PROPRIETORSHIP
CHURCH_ACCOUNT
INVESTMENT_CLUB
RESTRICTED_STOCK_AWARD
CASH_MANAGEMENT_ACCOUNT
EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
PERFORMANCE_PLAN
BROKERAGE_LINK_ACCOUNT
MONEY_MARKET_ACCOUNT
SUPERANNUATION
REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
DEFERRED_PROFIT_SHARING_PLAN_DPSP
NON_REGISTERED_SAVINGS_PLAN_NRSP
REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
REGISTERED_PENSION_PLAN_RPP
TAX_FREE_SAVINGS_ACCOUNT_TFSA
LIFE_INCOME_FUND_LIF
REGISTERED_RETIREMENT_INCOME_FUND_RIF
SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
GUARANTEED_INVESTMENT_CERTIFICATES_GIC
REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
DEFINED_CONTRIBUTION_PLAN 
DEFINED_BENEFIT_PLAN
EMPLOYEE_STOCK_OPTION_PLAN 
NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
KEOGH_PLAN
EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
EMPLOYEE_BENEFIT_PLAN
EMPLOYEE_SAVINGS_PLAN
HEALTH_SAVINGS_ACCOUNT_HSA
COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
TESTAMENTARY_TRUST
ESTATE 
GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
ADVISORY_ACCOUNT
NON_PROFIT_ORGANIZATION_501C
HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
INDIVIDUAL_SAVINGS_ACCOUNT_ISA
CASH_ISA
STOCKS_AND_SHARES_ISA
INNOVATIVE_FINANCE_ISA
JUNIOR_ISA
EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
PUBLIC_PROVIDENT_FUND_PPF
EMPLOYEES_PENSION_SCHEME_EPS
NATIONAL_PENSION_SYSTEM_NPS
INDEXED_ANNUITY
ANNUITIZED_ANNUITY
VARIABLE_ANNUITY
ROTH_403B
SPOUSAL_IRA
SPOUSAL_ROTH_IRA
SARSEP_IRA
SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
OFFSHORE_TRUST
IRREVOCABLE_LIFE_INSURANCE_TRUST
INTERNATIONAL_TRUST
LIFE_INTEREST_TRUST
EMPLOYEE_BENEFIT_TRUST
PRECIOUS_METAL_ACCOUNT
INVESTMENT_LOAN_ACCOUNT
GRANTOR_RETAINED_INCOME_TRUST
PENSION_PLAN
OTHER
Bills TELEPHONE
UTILITY
CABLE
WIRELESS
BILLS
Loan MORTGAGE
INSTALLMENT_LOAN
PERSONAL_LOAN
HOME_EQUITY_LINE_OF_CREDIT
LINE_OF_CREDIT
AUTO_LOAN
STUDENT_LOAN
HOME_LOAN
OTHER
Insurance AUTO_INSURANCE
HEALTH_INSURANCE
HOME_INSURANCE
LIFE_INSURANCE
ANNUITY
TRAVEL_INSURANCE
INSURANCE
Real Estate REAL_ESTATE
Rewards REWARD_POINTS