u/Dependent_Fee_3360

I am on this page:
|https://digital.fidelity.com/ftgw/pna/customer/pgc/networth/

I navigate to:
Net Worth > View Details > Edit/Link Accounts > Edit accounts

There’s an asset (stocks) that I can NOT Edit - it says:

This account balance can only be edited in the Planning & Guidance Center, where it was first added.

I search for Planning & Guidance Center - I go to:

https://www.fidelity.com/what-we-offer/planning

Click on See your Net worth - and I’m back at the same link above! HELP ME.

I scheduled a video meeting with a Fidelity Financial Consultant. Will they be able to see my Planning info? i.e. the details I put in about my non-Fidelity assets - https://digital.fidelity.com/ftgw/pna/customer/pgc/networth/