# EFE — Your Investment Advisor

> Investment advisor app for tracking financial goals and managing accounts. (iPhone/iPad app by Edelman Financial Engines, LLC.)

- Source: https://appshunter.io/ios/app/efe/id1130545630 (this page in markdown: same URL + `.md`)
- Developer: [Edelman Financial Engines, LLC](https://appshunter.io/developer/1090148019)
- Category: Finance
- Price: Free
- Rating: 4.60/5 from 7,465 App Store ratings · 144 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 111 MB
- Languages: American English
- Released: 2016-09-04
- Data updated: 2026-08-27
- Monetization: ad-supported
- User reviews in markdown: https://appshunter.io/ios/app/efe/id1130545630/reviews.md

## What is EFE?

Your Investment Advisor

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.

## Key features

- 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

## What do users think of EFE?

Overall sentiment: neutral

**Pros**

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

**Cons**

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

**Commonly reported bugs**

- Login issues after recent app update
- Incorrect account balances displayed
- Inability to manually update liability information

**Most requested features**

- Add ability to view historical account data and performance
- Improve syncing with external financial accounts
- Provide more customization options for retirement planning
- Include tax document access within the app
- Enhance reporting and analytics capabilities

## Recent user reviews (10 of 144)

All indexed reviews: https://appshunter.io/ios/app/efe/id1130545630/reviews.md

### 2/5 — Seems overly basic

*2026-08-21, version 3.18.0*

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

### 4/5 — New to Edelman App

*2026-08-20, version 3.18.0*

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.

### 5/5 — Excellent Mobile App

*2026-08-20, version 3.18.0*

Very user friendly and I appreciate that!

### 1/5 — Not user friendly

*2026-07-03, version 3.17.3*

Not user friendly

### 4/5 — One annoying bug

*2026-07-03, version 3.17.3*

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.

### 3/5 — Ok

*2026-06-26, version 3.17.2*

Nothing amazing but good

### 5/5 — Finance

*2026-06-26, version 3.17.2*

Excellent! Thank you.

### 1/5 — Doesn’t update as frequently as need & reflect daily

*2026-05-30, version 3.17.2*

Not as helpful as retirement is near and transparency is lacking.

### 5/5 — Always works

*2026-05-04, version 3.17.0*

Website is up to date and easy to use

### 5/5 — Gregory Z Myers

*2026-04-24, version 3.17.0*

Yes the new web site is great! It’s easy to use, and enjoy hearing from Jason, calls me each month, Thank You 🙏🙏🙏

## Frequently asked questions about EFE

### 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.

## Version history (last 5 releases)

### 3.18.0 — 2026-08-02

* Bug fixes and enhancements

### 3.17.3 — 2026-07-01

* Minor enhancements

### 3.17.2 — 2026-05-20

* Minor bug fixes

### 3.17.1 — 2026-05-06

* Minor bug fixes

### 3.17.0 — 2026-04-22

* Minor enhancements

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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 2026-08-27.*