Did Fidelity remove the Planning & Guidance Center page?
Did Fidelity remove the Planning and Guidance Center page?
I have outside account information linked through the Fidelity Full View features and in the past was able to go into the Planning and Guidance Center to refresh the account information. It looks like the former Planning & Guidance Center pages under Planning & Advice/My Goals menus have been updated with marketing information.
Every way I try to update the accounts takes me this message: "This account balance can only be edited in the Planning & Guidance Center, where it was first added". The Planning & Guidance Center, however, is gone. I contacted Fidelity customer service and the representative I chatted with didn't know where it went. I tried both Safari and Chrome browsers with the same frustrating results.