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.

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.

1. Click the Details tab.

2. 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 \(

1. Click Update.

Parent Topic:Co-owners for an investment