Seems overly basic
You don’t seem to be able to view much detail on your account on the app.
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.
Excellent Mobile App
Very user friendly and I appreciate that!
Not user friendly
Not user friendly
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.
Show more
Ok
Nothing amazing but good
Finance
Excellent! Thank you.
Doesn’t update as frequently as need & reflect daily
Not as helpful as retirement is near and transparency is lacking.
Always works
Website is up to date and easy to use
Gregory Z Myers
Yes the new web site is great! It’s easy to use, and enjoy hearing from Jason, calls me each month, Thank You 🙏🙏🙏
A Little Slow…
…on linked liability corrections, but it’s getting there.
All my information
This app and the company are great to work with.
Update
The new update changes the main screen snap shot. Which showed a breakdown of projected income and forecast based on the three market categories. That view is no longer available and should be brought back!
Need better interface
Need to be able to enroll in services such as ready cash.
Statements
Why no statements offered in the app? It’s a basic app with many easy to access, pertinent features, but why no statements, particularly around tax time? Doesn’t seem to have forecasting capabilities either, whereby you can input certain “what if” scenarios. If these shortcomings are intentional, to get you in to visit with your local advisor…., it works! 😉
Show more
Account Links
Linked accounts don’t consistently track current balances.
Newbie
Just getting into this very late but like the outcome
Week app
This app provides only a overview of our accounts. Have to go elsewhere to find the information that we are looking for.
Missing Key Functionality
I should be able to easily find documents related to the performance of my investments.
Gregory Z Myers
Yes the new web site is great! It’s easy to use, and enjoy hearing from Jason, calls me each month, Thank You 🙏🙏🙏
