EFE

Name: EFE
Rating: 4.6 (7465 reviews)
Author: Edelman Financial Engines, LLC

Your Investment Advisor

7.5K ratings

144 reviews

💰 Finance

Free

Details

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

September 4, 2016
August 2, 2026
3.18.0
iOS 16.0+
4+
ad-supported
111.06MB
iPhone, iPad
20 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

Show original description

What users say

Summarized from real user reviews of EFE. Based on 7.5K 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

3.18.0

August 2, 2026

* Bug fixes and enhancements

User reviews

Most Recent Highest Rated Lowest Rated

Seems overly basic

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

Gellad

7 days 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

8 days ago

Excellent Mobile App

Very user friendly and I appreciate that!

Bunyea Family

9 days ago

Not user friendly

Long-standing plaid issue

2 months ago

One annoying bug

This app does not do a good job at keeping my linked bank accounts updated and accurately reflecting my funds. I periodically have to unlink and re-link my bank accounts so that this app will keep them up to date. It will work for a while until it decides to stop entirely and then I have to repeat the process all over again. I’ve had to do this numerous times and it is very annoying. When trying to make a transfer, the app will warn you that you’re trying to transfer more funds than are available (even though the funds are there), but I guess you can just override. Other than that, the app does what I need.

datm85

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.