---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

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    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Co-owners for an investment

# Co-owners for an investment {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

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-owner-for-investments__ul_xqg_1mt_15b}
* 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.]()).
  {#co-owner-for-investments__ul_n3b_qh1_ztb}
{#co-owner-for-investments__ul_kkx_zlt_15b}
* **[Manage co-owners for an investment](https://servicenow-prod.fluidtopics.net/gn4EwK8rMIlfEZhPkJaggg)**   
  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.

