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.

   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.
3. Click the 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 ().
4. Click Update.