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About 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.

Ratings & reviews

4.6

7.6K ratings

5 ★ 81% 4 ★ 11% 3 ★ 3% 2 ★ 1% 1 ★ 4%

What’s new

Version 3.18.2 · Updated October 1, 2026

* Minor bug fixes and enhancements

App privacy

The developer, Edelman Financial Engines, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Financial Info: Other Financial Info
  • Contact Info: Physical Address, Email Address, Name, Phone Number
  • Location: Coarse Location
  • Identifiers: User ID
  • Diagnostics: Crash Data
  • User Content: Customer Support

Used for: Developer’s Advertising or Marketing, Analytics, Product Personalization, App Functionality

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction
  • Diagnostics: Performance Data

Used for: Analytics, App Functionality

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