Bernstein Private Wealth 4+
AB Bernstein’s mobile app
AllianceBernstein L.P.
Designed for iPad
-
- Free
Screenshots
Description
Clients can access their information wherever, whenever with the Bernstein Private Wealth app for their mobile device. Quickly check account balances, review asset allocation, transact on your accounts, and assess performance.
Secure Log-in
• Simply input username and password, or
• Fingerprint mapping and facial recognition technology allow you to log in using your mobile device’s biometrics authentication capabilities…no more passwords to remember!
• Multi-factor authentication keeps your account secure
Transact
• Transfer funds out of your Bernstein accounts securely
• Deposit Checks - Fund your available Bernstein accounts by taking a photo of the front and back of a check
• Deposit Instructions - Access instructions needed to fund your Bernstein accounts via wire/ACH
Secure Share
• Securely share documents with your advisor
Wealth Hub
• Link your accounts from other institutions to see a holistic picture of your assets.
Quick Balances
• Review balances for all your Bernstein accounts
• Drill down to see balance by sub-account
Follow Your Investments
• Check asset allocation, activity, holdings and performance with one click
• Easily toggle between account views
Asset Allocation
• Assess allocation by asset class or portfolio objective
• Drill down to the sub-asset class detail
Activity
• Review transaction history for all buys and sells, additions and withdrawals
• Filter to a specific date range or transaction amount
Holdings
• Examine detailed list of holdings by asset class
• See managed and unmanaged securities
• Aggregate securities by relationship to understand total exposure
• Click to check cost basis and other holding detail
Performance
• Evaluate performance at the relationship or account level
• View as time-weighted return or internal rate of return as appropriate
• Drop-down menu to change time period
• Easily check money earned, contributions, and withdrawals
• Compare to major indices
Contact Your Advisor
• Find your Bernstein Advisor’s name, phone number, and e-mail
• Tap to connect to your Advisor in an instant
What’s New
Version 1.4.11
This update includes minor enhancements.
App Privacy
The developer, AllianceBernstein L.P., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Location
- User Content
- Identifiers
- Usage Data
- Diagnostics
- Other Data
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- AllianceBernstein L.P.
- Size
- 21.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English, French, Spanish
- Age Rating
- 4+
- Copyright
- © AllianceBernstein L.P.
- Price
- Free