Co-owners for an investment

concept australia Updated Sep 10, 2026 1 min read co-owner-for-investments.md

Investment co-owners manage, request, and allocate funds on your behalf to the investments that you own. The co-owner has the same rights and permissions as the owner.

Co-owners have the same capabilities and access rights as the owner for the investments, which include:
- Add funds to top-level investments.
- Add child investments and fund them.
- Add and request source and funds from a top-level investment.
- See, request, and allocate funds to child investments.
- Add others as co-owners.
- Delete any unfunded investments.
- See who funded an investment.
Co-owners are added to the Viewable by field for all the child investments.
An investment can have multiple co-owners. There is no maximum limit for the number of co-owners for an investment.
In the Active Investments page, you can see the access level for the investments.
- Owned investments are marked with an owned icon ([Omitted image "owner_tag.png"] Alt text: Owned icon.).
- Co-owned investments are marked with a co-owner icon ([Omitted image "co_owner_tag.png"] Alt text: Co-owner icon.).
- Viewable investments are marked with a view only icon ([Omitted image "view_only_invstmnt.png"] Alt text: View only icon.).
Manage co-owners for an investment
Add co-owners to your investments to request, approve, and manage the funds on your behalf. You can remove the existing co-owners when you no longer need them to manage your investments.

Parent Topic:Investment Funding

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---
title: Co-owners for an investment
description: Investment co-owners manage, request, and allocate funds on your behalf to the investments that you own. The co-owner has the same rights and permissions as the owner.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/investment-funding/co-owner-for-investments.html
release: australia
product: Investment Funding
classification: investment-funding
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Investment Funding, Strategic Portfolio Management]
---

# Co-owners for an investment

Investment co-owners manage, request, and allocate funds on your behalf to the investments that you own. The co-owner has the same rights and permissions as the owner.

- Co-owners have the same capabilities and access rights as the owner for the investments, which include:
- Add funds to top-level investments.
- Add child investments and fund them.
- Add and request source and funds from a top-level investment.
- See, request, and allocate funds to child investments.
- Add others as co-owners.
- Delete any unfunded investments.
- See who funded an investment.
- Co-owners are added to the **Viewable by** field for all the child investments.
- An investment can have multiple co-owners. There is no maximum limit for the number of co-owners for an investment.
- In the Active Investments page, you can see the access level for the investments.
- Owned investments are marked with an owned icon \(\[Omitted image "owner\_tag.png"\] Alt text: Owned icon.\).
- Co-owned investments are marked with a co-owner icon \(\[Omitted image "co\_owner\_tag.png"\] Alt text: Co-owner icon.\).
- Viewable investments are marked with a view only icon \(\[Omitted image "view\_only\_invstmnt.png"\] Alt text: View only icon.\).

- **[Manage co-owners for an investment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/manage-co-owners-for-invstmnts.md)**
Add co-owners to your investments to request, approve, and manage the funds on your behalf. You can remove the existing co-owners when you no longer need them to manage your investments.

**Parent Topic:**[Investment Funding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/investment-funding-overview.md)