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 in Beastro?
A: Users that are active in the current portal and are also enrolled and enabled in Beastro 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 from your credit union would add the Security Safekeeping Read Only role/privilege to any Beastro Users at your credit union that should have access to the Safekeeping screens.
Q: How far back will security and transaction history be available once everything has converted to Beastro?
A: Security and transaction history will be available from January 1, 2023.
Note: Trans ID information will populate only for transactions that have automated posting that began as of the conversion date.