Bernstein Private Wealth 1.4.9



Publisher 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

Mar 19, 2024
Version 1.4.9
This update includes the ability for users to set their own subscription preferences, along with bug fixes and minor enhancements.


About Bernstein Private Wealth

Bernstein Private Wealth is a free app for iOS published in the Accounting & Finance list of apps, part of Business.

The company that develops Bernstein Private Wealth is AllianceBernstein L.P.. The latest version released by its developer is 1.4.9.

To install Bernstein Private Wealth on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-03-19 and was downloaded 1 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Bernstein Private Wealth as malware if the download link is broken.

How to install Bernstein Private Wealth on your iOS device:

  • Click on the Continue To App button on our website. This will redirect you to the App Store.
  • Once the Bernstein Private Wealth is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
  • If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
  • After Bernstein Private Wealth is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
  • Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.



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Users Rating:  
  0.0/5     0
Downloads: 1
Updated At: 2024-03-26
Publisher: AllianceBernstein L.P.
Operating System: Ios
License Type: Free