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