Bernstein Private Wealth for iOS

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 devices biometrics authentication capabilitiesno 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 Advisors name, phone number, and e-mail

Tap to connect to your Advisor in an instant