Can’t edit account details on fidelity “full view” planning pages
Here’s a summary of the main problem and solutions discussed in the post:
- Main Problem: The user is unable to edit linked account details on the Fidelity Full View planning app, specifically having issues with a savings account being incorrectly labeled as a checking account and similar problems with their mortgage account.
- Solution 1: The user is advised to try deleting and re-adding the problematic accounts to see if this resolves the issue.
- Solution 2: The user is encouraged to contact Fidelity’s Technical Support team for direct troubleshooting assistance, with details on availability provided.
These steps aim to help the user resolve the account editing issue effectively.
Here’s the full thread
As per the title, I’m unable to edit linked account details on the fidelity full view planning app. I linked an account for my savings account, but it came up as a checking… when trying to change that I get an error. Same issue happens with my mortgage.
attached a screenshot with personal details redacted showing the issue. The error happens when I try to click save.
We’re sorry to hear you are unable to edit this information in Full View, @sizzleweet.
You may try deleting and adding the account to see if this resolves the issue, you may also contact our Technical Support team so they can troubleshoot the issue directly with you. Associates are available Monday through Friday from 8:30 a.m. to 9:00 p.m. ET. Please say “technical support” when prompted by the automated system to be connected to the right group.
Contact Us: https://www.fidelity.com/customer-service/contact-us
Please let us know if you have additional questions. 🟢