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

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Manage co-owners for an investment

# Manage 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

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.

## Antes de Iniciar

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
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## Procedimento

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

   | Option | Steps |
   | To open a top-level investment | 1. Navigate to AllInvestment FundingTop level Investments. 2. Click an investment tile. {#manage-co-owners-for-invstmnts__ol_iff_pqr_25b} |
   | To open a My fund | 1. Navigate to AllInvestment FundingMy Funds. 2. Click an investment tile. {#manage-co-owners-for-invstmnts__ol_a5d_tqr_25b} |
   |-|-|

   {#manage-co-owners-for-invstmnts__choicetable_xqc_kqr_25b}
2. Click the Details tab.
3. Click the unlock co-owner icon (![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 (![Remove selected item icon.]()).
   {#manage-co-owners-for-invstmnts__choices_c3z_h1y_25b}
4. Click Update.
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