366 reviews
Content rating
Everyone
10K+
Downloads
Content rating
Everyone
Learn more
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About this app

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.
Your Investment Advisor
Updated on
6 Nov 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age. The developer provided this information and may update it over time.
  • No data shared with third parties
    Learn more about how developers declare sharing
  • No data collected
    Learn more about how developers declare collection
  • Data is encrypted in transit
  • You can request that data be deleted

Ratings and reviews

356 reviews
Augres Mich
15 May 2026
Very few downloads ...Minimal functionality and less than syellar UIX. Forced to website. Website also lacking. Decided to consolidate....Decision made to move from ADP/Horizon/ Edleman ASAP! Can't correct or identify outside accounts. Those that were relinked show old data. Shows holdings sold more than 6 months ago. NO RESPONSES TO REVIEWS.
9 people found this review helpful
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Mark Smet
17 June 2026
June 2026, dropped rating to one star. Just the basics. It's a quick way to review accounts. If you're NOT a workplace partner, the app is really useless.
6 people found this review helpful
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Ty Reed
8 April 2021
I see a lot about people having errors. Must be their device. I have zero issues. Installed and logged in within a minute. App is a much quicker way to look at my portfolio on the go than logging into my computer. Up to date and easy to use interface.
12 people found this review helpful
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Edelman Financial Engines LLC
6 August 2021
Thank you for letting us know the EFE app is working well for you!

What's new

Minor enhancements and bug fixes