EFE 4+

Your Investment Advisor

Edelman Financial Engines, LLC

Designed for iPad

    • 4.6 • 4.8K Ratings
    • Free



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.

Edelman Financial Engines has been named the #1 Independent Financial Advisory Firm in the nation, four years in a row.

Awarded each September between 2018 and 2021, the “Top 100 Independent Advisory Firm” rankings issued by Barron’s are qualitative and quantitative, and include assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning, and based on data within a 12-month period. Compensation paid for use and distribution of the rating. Investor experience and returns are not considered.

The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a pre-combination ranking of 12th.

What’s New

Version 3.2.0

* Added support for enrollment into Income Beyond Retirement for the eligible Professionally Managed clients
* Minor enhancements

Ratings and Reviews

4.6 out of 5
4.8K Ratings

4.8K Ratings

BillD25 ,

Very Good App — Much Improved

I find the app to be very good. It’s easy to change assumptions to see how your retirement plan is going. Much improved over the app when I first downloaded it a few years ago.

It’s always a good idea to get other advice and compare to FE. Also, it’s never a good idea to rebalance more frequently than quarterly or even semi-annually. FE will recommend rebalancing every time you use the app. Be disciplined and get the benefits of this very good, powerful app.

Developer Response ,

We’re glad you like the current release better. We do, too! We do review your portfolio monthly and recommend any necessary changes as a result of the review.

Jdjax2 ,

New Authentication feature is designed poorly

Was working ok just a few days ago but with the last update to provide two factor - it’s now super buggy to the point that it won’t accept credentials even with multiple password resets. Most iOS users want to use the strong password option where the phone generates a strong password. This is more secure. Especially on an app with financial implications such as this one. Those strong passwords are impossible for the user to capture or write down based on the design of that feature - so we rely on the phone to save it in the password bank. Some apps are seemingly poorly designed so that the phone isn’t able to save the password after you pick the strong password option - so unless you use a “user made up” password that you can just remember or write down, you are stuck unable to login using the phone generated strong password. Is that an iOS issue or the app? I’d say it works 99 percent of the time for most sites/apps so something tells me the design of this app didn’t provide for this strong password feature on iPhones - or at least it wasn’t tested to ensure it works …

OppaHater ,

Seems good

This app seems to work well it’s pretty easy to understand. The only thing I’m a bit unsure about is the financial predictions the app is telling me, originally it was telling me my health insurance during retirement was going to cost me $13,000 a month... that didn’t seem right and just recently after about a year of using the app it has changed down to about 2,000 with no changes made to my account. I also have the account with someone “managing” it for me. I don’t think anyone is doing much with it because I haven’t gotten any information about changes or options. Overall it’s good for safely storing money I believe but I’m not so sure the advice portion is any help.

App Privacy

The developer, Edelman Financial Engines, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Identifiers
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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