---
title: Access investments directly from an investment target
description: Create a related link to go directly to the My Funds page from an investment target.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/investment-funding/create-funding-artifacts.html
release: australia
product: Investment Funding
classification: investment-funding
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Create an investment entity, Investment Funding administration, Investment Funding, Strategic Portfolio Management]
---

# Access investments directly from an investment target

Create a related link to go directly to the My Funds page from an investment target.

## Before you begin

Role required: sn\_invst\_pln\_v2.investment\_admin

## Procedure

1.  Navigate to **All** > **Investment Funding** > **Setup** > **Investment Entities**.

2.  Open an investment entity for which you want to create a related link.

3.  On the form, click the **Create Funding Artifacts** related link.

4.  In the dialog box, select the **Create related link for requesting/funding on the form** option, and click **OK**.

5.  Click **OK**.


## Result

The **Add/View Investments** related link appears on the form of the investment target for direct navigation to the My Funds page.

**Parent Topic:**[Create an investment entity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/create-funding-entity.md)