4.3
228 reviews
10K+
Downloads
Content rating
Everyone
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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.

Edelman Financial Engines has been named the #1 Independent Financial Advisory Firm in the nation, four years in a row.

Awarded each September between 2018 and 2021, the “Top 100 Independent Advisory Firm” rankings issued by Barron’s are qualitative and quantitative, and include assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning, and based on data within a 12-month period. Compensation paid for use and distribution of the rating. Investor experience and returns are not considered.

The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a pre-combination ranking of 12th.
Updated on
3 Oct 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

4.3
221 reviews
Chad Letson
15 October 2024
Unable to do anything but look at your balance. Can't see a breakdown of your contributions just that your balance went up.
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Stephen DeLuco
14 January 2022
Most basic financial app. Shows balances. Needs historical data to have any value to a User. Also projections, 'what if' scenarios, etc. I'm de-installing. No sense having this App on my mobile when I can go on-line and find more info. This a a BIG Swing and Miss by Edelman ⚾️🚫
9 people found this review helpful
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Augres Mich
7 October 2021
Found my company in setting up my account in app but said not supported. Very few downloads ... forced to website. Website bad. 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.
7 people found this review helpful
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What's new

* Financial planning clients can sign up for a Ready Cash high-yield savings account
* Minor enhancements and bug fixes

App support

About the developer
Edelman Financial Engines, LLC
mobile@edelmanfinancialengines.com
28 State St Fl 21 Boston, MA 02109 United States
+91 99001 53005