Document Layout

After you click a rebalance link on the Lookup screen, the system displays the Holding Tax Lot Rebalance Document screen.

The Holding Tax Lot Rebalance document contains two unique tabs— KEMID Holding and Holding Tax Lots—in addition to the standard tabs.

Note: For more information about the standard tabs, see Standard Tabs.

More:

KEMID Holding Tab

Holding Tax Lots Tab