Reviews of EFE

By: Edelman Financial Engines LLC

List of user reviews and ratings for EFE

Total ratings

4.30 (Rating count: 332)

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Review summary

User reviews highlight that the EFE app offers a straightforward and easy-to-use interface for quick access to account balances, appreciated by many for its simplicity and cross-platform availability. However, multiple users report significant issues such as outdated account data, limited feature set that restricts detailed financial insights, frequent login errors, and sudden introduction of ads, which diminish the app's overall usefulness.

Pros

Easy to use and straightforward interface
Allows quick access to account balances and portfolio overview
Generally easy login and setup for many users
Does not require linking of external accounts unless desired
Accessible on both mobile and laptop platforms

Cons

App frequently displays outdated account information with delays of days
Limited functionality beyond basic balance viewing; lacks detailed breakdowns and advanced features
Users encounter frequent errors preventing account access
App lacks historical data and financial projections
Sudden appearance of ads despite user investment level

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User Reviews

Recent rating average: 2.60

All time rating average: 4.30

Upgrade to see all 24 reviews

38% (9)

Date	Author	Comment
2025-01-11	Ju*****	Nice straight forward app. Does exactly as it should.
Nice straight forward app. Does exactly as it should.
2024-12-26	Le*****	no access to rollover account functions in application to make contributions from former employers.
no access to rollover account functions in application to make contributions from former employers.
2024-12-24	Mi*****	Dropped to one Star as is suddenly and without warning stoped income projection. No has near zero value, will be deleting.
Dropped to one Star as is suddenly and without warning stoped income projection. No has near zero value, will be deleting.
2024-12-21	Ad*****	App is very slow to load and external account balances are always delayed by 1-2 days.
App is very slow to load and external account balances are always delayed by 1-2 days.
2024-11-14	Ma*****	Limited information. No way to see fees charged.
Limited information. No way to see fees charged.
2024-11-02	Ph*****	Suddenly ads appeared. With the amount of money I've invested, I don't want ads.
Suddenly ads appeared. With the amount of money I've invested, I don't want ads.
2024-10-15	Ch*****	Unable to do anything but look at your balance. Can't see a breakdown of your contributions just that your balance went up.
Unable to do anything but look at your balance. Can't see a breakdown of your contributions just that your balance went up.
2024-07-11	ma*****	Very easy, Straightforward
Very easy, Straightforward
2024-06-26	An*****	always up to date and easy to navigate
always up to date and easy to navigate
2024-03-03	Ma*****	Just the basics. It's a quick way to review accounts. Keeps logging you off if you swap screens. I don't have most of the screens that they show.
Just the basics. It's a quick way to review accounts. Keeps logging you off if you swap screens. I don't have most of the screens that they show.