Bernstein Private Wealth 4+

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!

Deposit Checks

• Fund your available Bernstein accounts by taking a photo of the front and back of a check

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