Portfolio Sync Interface

Create new configurations for the retrieval

You can create and save various configurations that you can quickly enable or disable later.
To create a new configuration, follow these steps:

  1. Select the corresponding bank as described above, and then select the "Retrieval" tab.

  2. PSI_add_config_DE.png Click the icon to the right of the already available tabs with configurations.

  3. Enter a meaningful name in the "Configuration name" field.

  4. Make the changes here, if necessary, and save them with "Apply".