About Bernstein Private Wealth
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...
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
Apr 3, 2024
Version 1.4.10
Minor bug fixes
Previous Versions
Here you can find the changelog of Bernstein Private Wealth since it was posted on our website on 2021-12-17 07:12:45.
The latest version is 1.4.10 and it was updated on 2024-04-19 19:23:21. See below the changes in each version.
Bernstein Private Wealth version 1.4.10
Updated At: 2024-04-03
Changes: Apr 3, 2024
Version 1.4.10
Minor bug fixes
Bernstein Private Wealth version 1.4.9
Updated At: 2024-03-19
Changes: 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.
Bernstein Private Wealth version 1.4.8
Updated At: 2023-12-12
Changes: Dec 12, 2023
Version 1.4.8
Minor enhancements and bug fixes
Bernstein Private Wealth version 1.4.7
Updated At: 2023-11-11
Changes: Nov 11, 2023
Version 1.4.7
Minor bug fixes
Bernstein Private Wealth version 1.4.6
Updated At: 2023-11-06
Changes: Nov 6, 2023
Version 1.4.6
Minor bug fixes and security enhancements
Bernstein Private Wealth version 1.4.5
Updated At: 2023-09-29
Changes: Sep 29, 2023
Version 1.4.5
This update includes new accessibility enhancements, security updates, and other minor enhancements.
Bernstein Private Wealth version 1.4.4
Updated At: 2023-06-02
Changes: Jun 2, 2023
Version 1.4.4
This update includes new accessibility enhancements, an updated privacy policy, and other minor enhancements.
Bernstein Private Wealth version 1.4.3
Updated At: 2023-04-27
Changes: Apr 27, 2023
Version 1.4.3
Upgrade your security by integrating with an external authenticator of your choice. Once set up on Bernstein.com, enjoy the seamless and upgraded security on our mobile app.
Bernstein Private Wealth version 1.4.2
Updated At: 2023-02-24
Changes: Feb 24, 2023
Version 1.4.2
Updated Terms and Conditions for Transfers Out.
Bernstein Private Wealth version 1.4.0
Updated At: 2022-08-17
Changes: Aug 17, 2022 Version 1.4.0
A new fresh and modern look to match our newly redesigned website. Check out the preview below!
Disclaimer
Official App Store Link
We do not host Bernstein Private Wealth on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for Bernstein Private Wealth is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
