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Last verified 6 Aug 2026

Shown for US

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. 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

3. 1/5New 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 …

   Jdjax2 · 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. 4/5Seems 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.

   OppaHater · 6 Aug 2026

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