Screenshots

Description

Clients can access their information wherever, whenever with the new Bernstein Private Wealth app for their mobile device. Quickly check account balances, review asset allocation, follow transactions, and assess performance.

Secure Log-in

• Logging in to the app has never been easier or more secure
• 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!

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

• My Team icon at the bottom of every page
• Find your Bernstein Advisor’s name, phone number, and e-mail
• Tap to connect to your Advisor in an instant

What’s New

Version 1.1.0

The Bernstein Mobile App has been updated with a new feature – the ability to link non-Bernstein accounts for a complete financial overview. You now have a 360-degree view of all your financial account balances. Easily link brokerage, checking, savings, mortgage, and many other account types to see consolidated balance information.

Ratings and Reviews

4.8 out of 5
29 Ratings

29 Ratings

Paul E Dorr Jr ,

Easy Access!

A great way to access account information on the go!

Information

Seller
AllianceBernstein L.P.
Size
42.4 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© AllianceBernstein L.P.
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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