Yodlee Account Types
| Container | Attributes |
| Bank | CHECKING SAVINGS CD PPF RECURRING_DEPOSIT PREPAID OTHER |
| Credit Card | CREDIT CHARGE OTHER |
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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 |
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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 |