Q: I used to go to My Securities. Where do I go now?
A: Navigate to the Investments module, and from the Security Safekeeping tab select Security Summary.
Q: How do I see My Transactions?
A: Navigate to the Investments module, and from the Security Safekeeping tab select Security Transactions.
Q: Where do I see My Reports?
A: Safekeeping Monthly Statements will be accessible in the Documents Module and will be named [Month YYYY] Safekeeping Monthly Statement.
Q: How will current users of the Safekeeping portal gain access to the Investments module?
A: Users that are active in the current portal and are also enrolled and enabled will be automatically assigned the Security Safekeeping Read Only role/privilege.
Q: How are additional users able to gain access to the Investments module to see the Safekeeping screens?
A: A User Administrator would add the Security Safekeeping Read Only role/privilege to any Users at your credit union that should have access to the Safekeeping screens.