EFE

• Free

Last verified 6 Aug 2026

4.6 7479 ratings · App Store

1. 5/5Average

   I could be completely wrong and not know what I'm talking about, but I feel like there could be more information that applies directly to my account with easy accessibility, and for a new investor with little experience it is a little hard to understand. For instance I see how much the account is valued at but how much money came out of my paycheck to build my 401k. Meaning I would possibly want to see 3 charts. My contributions, the companies contributions, and a gain/loss chart strictly from the market value. As is the only chart when I see growth, I’m not sure if it’s from my most recent contributions or from market value increase. The only way I could figure out that I was losing money was by looking at my contributions on my paystub from adp. Also I see I see the risk factor for my 401k but I would also like to see the risk factor for each of the individual accounts. If my account has 3 holdings let’s say amerifunds small market cap, vanguard high dividend yield, and s and p 500 bonds. And I know my account is very aggressive does that mean all 3 holdings are also the same? Or is it the first 2 are very aggressive and the bonds is not?

   nu2investing jl610 · 6 Aug 2026

2. 4/5Generally good...One complaint

   Overall, I really like this app. However, I have one complaint and it is the failure to update my account balances from my brokerage. Sometimes it does, very often it does not. At a bare minimum, I wish they'd put a "force refresh" button on it and give diagnostics if it fails to update. I realize there ARE messages it gives when the COMMUNUCATION actually fails. I'm speaking about when it does not give that message and the balances are still not updated.

   IndyCarMoJo · 6 Aug 2026

3. 5/5Great App

   I do love this app and I love the services from Edelman. They were friendly and informative from the start to really get a grasp on my retirement goals. The ONLY thing I would ask to add to this app is to be able to see how each investment fund has been performing. I can see how much money I have in each investment account, but I can’t see the increase or decrease over time for each fund. It’s not detrimental, but it’s a feature that I would like and I’m sure I can’t be the only one. That might also just be the way my employer set it up. Who knows? Either way, I highly recommend the app and the services. I feel confident leaving my money in the hands of someone else, especially when I’m not the best investor on my own.

   koleary317 · 6 Aug 2026

4. 5/5Love Edelman but not the app

   The app misses almost everyday on what my investment totals are. As far as fiduciary duties and actively managed portfolios they have been good, hard to miss in this market though. The fees are pretty hefty but compared to other 401k options the returns have covered the fees. They are diligent about calling an updating your goals etc. The fiduciaries seem interested in your well being as they should because the more money you make the more fees they collect, still in today’s society it is getting more difficult finding people that want to do the work.

   Racerboy53 · 6 Aug 2026

5. 4/5One 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.

   datm85 · 6 Aug 2026

Privacy

Accessibility

No accessibility labels collected yet.