Why Aren't My Holdings Showing Current Market Values?
Yodlee usually updates holdings every 1–2 weeks, so the values you see may not reflect real-time market prices. For the latest market information, we recommend checking with your brokerage or trusted sources such as the NYSE and NASDAQ. 🔄
My Shares Still Haven’t Left My Account. What’s Happening?
If it’s past the expected processing time for your brokerage, our team is happy to help look into the delay. In some cases, your transfer request may need to be resubmitted with your brokerage to move things forward. ⏳
Is There a Minimum Number of Stocks I Can Donate?
There isn’t a set minimum for stock gifts. Some brokerages may have their own requirements, so it’s a good idea to check with your brokerage before making your gift. 🤏🏽
Can I Donate Fractional Shares?
Yes! You can donate fractional shares if your brokerage allows it. Please confirm with your brokerage that this option is available before making your gift. ➗
Can I Donate Stock Options or Privately Held Stock?
Currently, donations are limited to publicly traded shares. Stock options, privately held stock, or other non-public securities cannot be donated directly. ⛔️
Are International Stocks Eligible for Donation?
Currently, donations are limited to shares listed on U.S. stock exchanges. International stocks traded on foreign exchanges cannot be donated directly. 🇺🇸