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If you run a report for a future date, or set the portfolio view to a future date, some RSUs may have reached their vesting event and been replaced with the underlying security; in this case the value of that underlying security will be displayed based on the most recent available price, which is not affected by the RSU valuation preference.  Likewise, if you set the account bar to display "ending balance" rather than the current balance,  the balance for the account containing the RSUs will reflect the value with all RSUs replaced by the underlying security.




RSU Security Details View

The RSU securities view shows the grant, your vested shares, future vesting, and the future value based on how you set your Value RSU preference (above).


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