Bernstein Private Wealth 4+

Bernstein’s mobile app

AllianceBernstein L.P.

Designed for iPad

    • 4.7 • 41 Ratings
    • 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

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 1.4.0

A new fresh and modern look to match our newly redesigned website. Check out the preview below!

Ratings and Reviews

4.7 out of 5
41 Ratings

41 Ratings

Paul E Dorr Jr ,

Easy Access!

A great way to access account information on the go!

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

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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