# E&E Financial

> Mobile app for viewing financial accounts, balances, and plans. (iPhone/iPad app by E&E Financial Services, Inc..)

- Source: https://appshunter.io/ios/app/e-and-e-financial/id1634629170 (this page in markdown: same URL + `.md`)
- Developer: [E&E Financial Services, Inc.](https://appshunter.io/developer/1634629172)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 5 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2022-07-15
- Data updated: 2026-06-08
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/e-and-e-financial/id1634629170/reviews.md

## What is E&E Financial?

The E&E Financial app will allow you to view all of your account information, balances, as well as your financial plan, all from one convenient place on your mobile device.

## Key features

- View account information
- Check balances
- Access financial plan
- Mobile convenience

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/e-and-e-financial/id1634629170/reviews.md

### 5/5 — The best!

*2022-07-29*

So grateful for this app!! I love how it makes tracking my retirement and investment accounts simple and easy! 
Thank you E&E Financial!

## Frequently asked questions about E&E Financial

### 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.

## Version history (last 5 releases)

### 5.16.0 — 2024-12-13

- 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

### 5.14.0 — 2024-09-05

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-08.*