How can I adapt my strategy?
You can easily adjust your investment strategy at any time via the frankly app or web version.
In the App:
- Go to the start screen and click under «Pillar 3a» or «Vested benefits» on the desired account whose investment strategy you would like to adjust.
- In the account details view, click on «Investment product» (below the performance) and then on «Change product».
- Then simply follow the instructions.
In the web version:
- Go to the start screen and click under «Pillar 3a» or «Vested benefits» on the desired account whose investment strategy you would like to adjust.
- In the account details view, click on «Investment product» (to the right of Performance) and then on «Change product».
- Then simply follow the instructions.
If you change strategy and you have already invested in securities, these shares will be sold. As soon as the sale is completed, the money is invested in your new investment product.
Important note
If your investment mode is set to «autonomous» during this time, only the amount generated by the sale will be invested in your new investment product. If it is set to «automatic», the amount generated by the sale and your entire account balance will be invested in the new investment product.