Co-owners for an investment

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 (

-   Co-owned investments are marked with a co-owner icon \(

-   Viewable investments are marked with a view only icon \(

• Manage co-owners for an investment
  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.

Parent Topic:Investment Funding