Why can’t the savings strategies shown in blue text be modified?
Strategies and assets displayed in blue text are created automatically whenever a goal requires additional savings, and cannot be directly modified. • System-created assets can only be modified by changing the supporting plan’s data. For example: • Link one or more assets to the corresponding goal. • Alter the return rate for the assets that were already linked to the goal. • Change the amounts required for the goal. • When changes are made that affect the goal, the system-created assets or strategies may change or disappear.
