EFE

Edelman Financial Engines LLC

About this app

Get the information you need to help keep you on track toward your financial goals. The EFE app (previously called the Fin Engines app) is the easiest way to access your accounts.

Are you an Online Advice & Professional Management member? Use our app to:

* View and track progress toward your retirement goal
* View your total portfolio and account details
* Link your outside accounts to your retirement goal
* Review your activity feed, quarterly statements, and plan updates (for Professional Management members only)
* Connect with an advisor

Are you an Edelman Financial Engines Client? Use our app to:

* View your total Net Worth
* View your total portfolio and account details
* Link your outside accounts
* Connect with your planner right through the app

The EFE app may not be available to all users.

Ratings and reviews

Very few downloads ...Minimal functionality and less than syellar UIX. Forced to website. Website also lacking. Decided to consolidate....Decision made to move from ADP/Horizon/ Edleman ASAP! Can't correct or identify outside accounts. Those that were relinked show old data. Shows holdings sold more than 6 months ago. NO RESPONSES TO REVIEWS.

June 2026, dropped rating to one star. Just the basics. It's a quick way to review accounts. If you're NOT a workplace partner, the app is really useless.

Balance/investment updates from Fidelity Net Benefits (401K) are usually very slow (3-4 weeks between updates). Very annoying when balances don't update after implementing recommended changes.

What’s new

* Minor bug fixes