EFE

Name: EFE
Rating: 4.6 (7565 reviews)
Author: Edelman Financial Engines, LLC

Your Investment Advisor

7.6K ratings

146 reviews

💰 Finance

Free

Details

Released
Updated
Version
Compatibility
Age Rating
Monetization
Size
Devices
Data updated
Languages

September 4, 2016
September 10, 2026
3.18.1
iOS 16.0+
4+
ad-supported
114.42MB
iPhone, iPad
12 hours ago
American English

Features

macOS Compatibility

Developer

Edelman Financial Engines, LLC

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About

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

✓Track retirement goal progress

✓View total portfolio and account details

✓Link outside accounts

✓View Net Worth

✓Connect with an advisor/planner

✓Review activity feed and statements

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What users say

Summarized from real user reviews of EFE. Based on 7.6K reviews and a 4.6/5 average, it highlights the 5 positives and 5 negatives reviewers mention most about this Finance app.

Positive things

👍User-friendly
🚀Easy to navigate
💡Comprehensive account information
🔒Secure login process
🚀Convenient mobile access

Negative things

🐛Inconsistent data updates
🔍Limited functionality compared to website
🔍Difficulty linking external accounts
🔍Lack of detailed investment performance data
🔍Confusing retirement projections

See all reviews

What's New in EFE

3.18.1

September 10, 2026

* iOS 27 Support * Minor enhancements and bug fixes

User reviews

Most Recent Highest Rated Lowest Rated

Principal Engineer

The app is really easy to use and navigate.

Rillh349

11 days ago

Not conducive to managing account

The app is nice as a quick screenshot of what your account looks like, but you can’t actually do anything with your account through the app. Generally, when I login, there’s things I need to do, which makes the app useless because I have to sign in to the desktop site to actually access my account.

Serendipity1234

17 days ago

Seems overly basic

You don’t seem to be able to view much detail on your account on the app.

Gellad

a month ago

New to Edelman App

What I would like to see displayed is the current level of risk in my investments. Seeing how I am positioned would make the info provided complete.

J Vitkus

a month ago

Excellent Mobile App

Very user friendly and I appreciate that!

Bunyea Family

no / noADS

no / noIn-App Purchase

free / freePrice

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User experience

🐞

Reported Bugs

3 issues

Bug

Incorrect account balances displayed

Bug

✨

Requested Features

5 requests

Add ability to view historical account data and performance

Feature

Improve syncing with external financial accounts

Feature

FAQ

What does the EFE app do?

The EFE app helps you access your financial accounts and track progress towards your financial goals. It allows you to view your total portfolio, link external accounts, and connect with financial advisors or planners.

What are the key features of the EFE app?

Key features include tracking retirement goal progress, viewing total portfolio and account details, linking outside accounts, viewing your net worth, and connecting with an advisor or planner. Professional Management members can also review their activity feed and quarterly statements.

Is the EFE app free to use?

The provided information indicates the app has ads, suggesting it is free to download and use, with revenue generated through advertising. There are no mentions of subscription fees or paid upfront costs.

Who is the EFE app designed for?

This app is designed for Edelman Financial Engines clients and Online Advice & Professional Management members who want an easy way to access their accounts, monitor their investments, and communicate with their financial advisors.

Can I link accounts from other financial institutions?

Yes, a key feature of the EFE app is the ability to link your outside accounts. This allows you to see a consolidated view of your financial holdings and track progress towards your retirement goals more effectively.