Manage co-owners for an investment

task brazil Updated Sep 10, 2026 1 min read 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.

Before you begin

Role required:

For managing co-owners in top-level investments: sn_invst_pln_v2.investment_planner
For managing co-owners in My funds: sn_invst_pln_v2.investment_user, sn_invst_pln_v2.investment_planner

Procedure

Open a top-level investment or My fund.

Option	Steps
To open a top-level investment	Navigate to All > Investment Funding > Top level Investments. Click an investment tile.
To open a My fund	Navigate to All > Investment Funding > My Funds. Click an investment tile.

2. Click the **Details** tab.

Click the unlock co-owner icon ([Omitted image "unlock_co_owner.png"] Alt text: Unlock co-owner icon.).
- To add a user as a co-owner, use the select target record search field to search for and select the users.
- To remove an existing co-owner, select the name and click the remove selected item icon ([Omitted image "remove-selected-item.png"] Alt text: Remove selected item icon.).
Click Update.

Parent Topic:Co-owners for an investment

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---
title: Manage co-owners for an investment
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/investment-funding/manage-co-owners-for-invstmnts.html
release: brazil
product: Investment Funding
classification: investment-funding
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Co-owners for an investment, Investment Funding, Strategic Portfolio Management]
---

# 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.

## Before you begin

Role required:

-   For managing co-owners in top-level investments: sn\_invst\_pln\_v2.investment\_planner
-   For managing co-owners in My funds: sn\_invst\_pln\_v2.investment\_user, sn\_invst\_pln\_v2.investment\_planner

## Procedure

1.  Open a top-level investment or My fund.

<table id="choicetable_xqc_kqr_25b"><thead><tr><th align="left" id="d49027e62">

Option

</th><th align="left" id="d49027e65">

Steps

</th></tr></thead><tbody><tr><td id="d49027e71">

**To open a top-level investment**

</td><td>

1.  Navigate to **All** &gt; **Investment Funding** &gt; **Top level Investments**.
2.  Click an investment tile.


</td></tr><tr><td id="d49027e101">

**To open a My fund**

</td><td>

1.  Navigate to **All** &gt; **Investment Funding** &gt; **My Funds**.
2.  Click an investment tile.


</td></tr></tbody>
</table>2.  Click the **Details** tab.

3.  Click the unlock co-owner icon \(\[Omitted image "unlock\_co\_owner.png"\] Alt text: Unlock co-owner icon.\).

    -   To add a user as a co-owner, use the select target record search field to search for and select the users.
    -   To remove an existing co-owner, select the name and click the remove selected item icon \(\[Omitted image "remove-selected-item.png"\] Alt text: Remove selected item icon.\).
4.  Click **Update**.


**Parent Topic:**[Co-owners for an investment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/investment-funding/co-owner-for-investments.md)