Co-owners for an investment

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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 (Owned icon.).
      • Co-owned investments are marked with a co-owner icon (Co-owner icon.).
      • Viewable investments are marked with a view only icon (View only icon.).