Current KEMID Balances Lookup

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This inquiry allows you to view the current market value of any KEMID in terms of its income, principal, and total value along with estimates of future income for the next twelve months, the remainder of the current fiscal year, and the next fiscal year. From the results screen, you may drill down into a detailed KEMID inquiry screen, from which you may view and drill down further into the details of the KEMID record and access current available funds, current balances, historical balances, ticklers, and recurring transfer transactions for the KEMID. You may also drill down into detail for the KEMID's market value to see detail for individual securities and holding lots. At the holding lot level, you may edit the tax lot calculation for a specific holding lot.