
Get the information you need to help keep you on track toward your financial goals

Fin Engines



What is it about?
Get the information you need to help keep you on track toward your financial goals. The Fin Engines app for iPhone® & iPad® is the easiest way to access your accounts. You can:

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App Store Description
Get the information you need to help keep you on track toward your financial goals. The Fin Engines app for iPhone® & iPad® is the easiest way to access your accounts. You can:
For Online Advice users & Professional Management members:
* Scenario plan to find the right retirement goal for you
* Apply changes to your plan and track your progress toward your 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 Personal Advisor members:
* Access your financial plan with all your goals
* View your total portfolio and account details
* Review your quarterly statements and account review history
* Connect with your planner right through the app
For Edelman Financial Engines Clients:
* View your total portfolio and account details
* Connect with your planner right through the app
Fin Engines app may not be available to all users.
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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