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Why is one of the strategies disabled?
A greyed-out tile on the strategy selection screen indicates missing data or an irrelevant strategy based on the client's existing Fact Find information.
With Superannuation, you need to add a Superfund in Fact Find before proceeding to create superannuation strategies. Similarly, when adding a bank account in assets, select the term deposit checkbox to enable the term deposit strategy.
📌Note
It is recommended to complete scenarios in the correct sequence before leaving them.


