The best!
So grateful for this app!! I love how it makes tracking my retirement and investment accounts simple and easy!
Thank you E&E Financial!
Thank you E&E Financial!
Free
About
Access all your account information, balances, and financial plans in one convenient mobile location. Stay on top of your finances with easy-to-view details.
✓View account information
✓Check balances
✓Access financial plan
✓Mobile convenience
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What's New in E&E Financial
5.16.0
December 13, 2024
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
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FAQ
What is E&E Financial?
E&E Financial is a mobile application designed to provide users with a consolidated view of their financial accounts, balances, and financial plans.
Is E&E Financial free to use?
Yes, E&E Financial is available for free download and use, with no associated costs for accessing its core features.
What devices does E&E Financial support?
E&E Financial is compatible with iPhone, iPad, and iPod devices, offering a seamless experience across Apple's mobile ecosystem.
How often is E&E Financial updated?
The app was last updated on December 13, 2024, with version 5.16.0, indicating regular maintenance and feature enhancements.
What is the security like for E&E Financial?
While specific security measures are not detailed in the provided information, financial apps typically employ industry-standard encryption and security protocols to protect user data.
Can I link external bank accounts to E&E Financial?
The provided description focuses on viewing existing account information and financial plans, but does not specify if external bank account linking is a feature.
What is the user sentiment for E&E Financial?
E&E Financial has received an excellent rating of 5.0 stars from 5 ratings, suggesting very positive user feedback on its functionality and performance.
Does E&E Financial have ads?
No, E&E Financial does not contain advertisements, providing an uninterrupted user experience.
