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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. |
To change the Value RSUs preference:
- Select Edit menu → Preferences.
- Select Investments in the sidebar.
- At the bottom of the screen, select the percentage for Value RSUs at:
- Select OK.
RSU Security Details View
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