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About Fin Engines

Get the information you need to help keep you on track toward your financial goals. The Fin Engines app is the easiest way to access your accounts. You can:


For Online Advice users & Professional Management members:
* 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

For Edelman Financial Engines Clients:
* View your total Net Worth
* View your total portfolio and account details
* Link your outside accounts
* Connect with your planner right through the app


About Edelman Financial Engines


With roots in Silicon Valley, Edelman Financial Engines is the nation’s largest independent investment advisor (InvestmentNews ranking and status for 2019. For independence methodology and ranking, see https://data.investmentnews.com/ria/). We believe that all Americans -- not just the wealthy -- should have access to high-quality, objective financial help and our client’s best interests should always come first.

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Frequently Asked Questions(FAQ)

What can I do with the Fin Engines app?

You can view and track your progress toward your retirement goal, view your total portfolio and account details, link your outside accounts, review activity feed and statements, and connect with an advisor.

What features are available for Online Advice users and Professional Management members?

Online Advice users and Professional Management members can view and track progress toward their retirement goal, view their total portfolio and account details, link their outside accounts, review activity feed, quarterly statements, and plan updates (for Professional Management members only), and connect with an advisor.

What features are available for Edelman Financial Engines Clients?

Edelman Financial Engines Clients can view their total Net Worth, view their total portfolio and account details, link their outside accounts, and connect with their planner right through the app.

What is Edelman Financial Engines?

Edelman Financial Engines is the nation's largest independent investment advisor, with roots in Silicon Valley. They believe in providing high-quality, objective financial help to all Americans, and prioritize their client's best interests.
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Slick app! - Ajoe
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