---
title: "Security Safekeeping FAQ"
slug: "security-safekeeping-faq"
updated: 2025-11-06T14:42:21Z
published: 2025-11-06T14:42:21Z
canonical: "docs.corporatecu.com/security-safekeeping-faq"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.corporatecu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Security Safekeeping FAQ

**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.