For the standard strategies you can select the fund provider and define whether you wish an implementation with or without bonds. To do this you have to proceed as follows:
- Log in and click on the strategy tile
- Select “Adjust strategy” afterwards
- Click again on the button “Adjust strategy”
- Click on “Details” in the strategy selection
- Define if you wish an implementation with or without bonds (Note for the WebApp: In the detail screen, any adjustment must be saved before closing the screen)
- Choose the fund provider if necessary (Note for the WebApp: In the detail screen, any adjustment must be saved before closing the screen)
- Click on “Select strategy
- Confirm the adjustment by SMS code
- Afterwards you will see the confirmation screen
In case of a successful adjustment a new investment profile will be generated. You can find the investment profile in the contract documents. If no new investment profile was generated, the adjustment was not successful.