Access investments directly from an investment target

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

    • Create a related link to go directly to the My Funds page from an investment target.

    Before you begin

    Role required: sn_invst_pln_v2.investment_admin

    Procedure

    1. Navigate to All > Investment Funding > Setup > Investment Entities.
    2. Open an investment entity for which you want to create a related link.
    3. On the form, click the Create Funding Artifacts related link.
    4. In the dialog box, select the Create related link for requesting/funding on the form option, and click OK.
    5. Click OK.

    Result

    The Add/View Investments related link appears on the form of the investment target for direct navigation to the My Funds page.