Bernstein Private Wealth2.1.1 - App Store

As a Bernstein Private Wealth Management client, the My Bernstein mobile app empowers you to manage your wealth effortlessly, anytime and anywhere. Seamlessly check account balances, transfer funds, deposit checks, and securely share files with your advisory team.

Account Information
. Access comprehensive views of all your Bernstein accounts
. Monitor asset allocation, activity, holdings, and performance
. Dive into transaction history for purchases, sales, additions, and withdrawals
. Analyze detailed holdings by asset class and view both managed and unmanaged securities

Deposits and Transfers
. Use mobile check deposit for quick and easy deposits into eligible accounts
. Access wire/ACH instructions to fund your Bernstein accounts
. Effortlessly transfer funds from your Bernstein accounts

Secure Share
. Share documents securely with your advisor

Wealth Hub
. Link external accounts for a comprehensive view of your assets

Contact Your Advisor
. Instantly connect with your Bernstein advisor via phone or e-mail

Safety and Security
. Benefit from advanced security measures designed to protect your account

Download the My Bernstein app today to take control of your financial future with confidence and ease.

Version History Updates to mobile check deposit plus general app improvements and minor bug fixes. 2.1.1 May 6 General app upgrades to support iOS 26. 2.1.0 Apr 1 Minor bug fixes 2.0.10 Feb 27 This update introduces the ability to view and download monthly statements and tax documents plus general app improvements and bug fixes. 2.0.9 Feb 4 Updates include general app improvements and minor bug fixes. 2.0.8 12/09/2025 Updates to intraday pricing. 2.0.7 10/31/2025 Updates to the intraday pricing tool. 2.0.6 10/16/2025 New intraday pricing tool showing 15-minute delayed market values plus general app improvements and bug fixes. 2.0.5 10/01/2025 General app improvements and bug fixes. 2.0.4 09/10/2025 What's New in This Update:

Design Enhancements:
Enjoy a smoother and more reliable app experience with our latest improvements and bug fixes. We've fine-tuned the design for better usability and to ensure optimal performance.

Improved Home Screen Experience:
We've added new quick links for seamless access to your favorite features, including Docs to Sign, mobile check deposit, transfers, and Secure Share. Navigate your tasks faster and more efficiently!

Stay Updated:
Make sure you never miss out on our latest features and enhancements by enabling automatic updates. Simply go to Settings > Apps > App Store, and toggle on "App Updates". 2.0.3 07/16/2025 What's New in This Update:

Enhanced Home Screen Experience:
We've added new quick links for seamless access to your favorite features, including Docs to Sign, mobile check deposit, transfers, and Secure Share. Navigate your tasks faster and more efficiently!

Design Enhancements:
Enjoy a smoother and more reliable app experience with our latest improvements and bug fixes. We've fine-tuned the design for better usability and to ensure optimal performance.

Stay Updated:
Make sure you never miss out on our latest features and enhancements by enabling automatic updates. Simply go to Settings > Apps > App Store, and toggle on "App Updates". 2.0.2 07/01/2025 What's New in This Update:

Enhanced Home Screen Experience:
We've added new quick links for seamless access to your favorite features, including Docs to Sign, mobile check deposit, transfers, and Secure Share. Navigate your tasks faster and more efficiently!

Design Enhancements:
Enjoy a smoother and more reliable app experience with our latest improvements. We've fine-tuned the design for better usability and to ensure optimal performance.

Stay Updated:
Make sure you never miss out on our latest features and enhancements by enabling automatic updates. Simply go to Settings > Apps > App Store, and toggle on "App Updates". 2.0.0 06/24/2025 This update includes minor enhancements. 1.4.11 06/04/2024 Minor bug fixes 1.4.10 04/03/2024 This update includes the ability for users to set their own subscription preferences, along with bug fixes and minor enhancements. 1.4.9 03/19/2024 Minor enhancements and bug fixes 1.4.8 12/12/2023 Minor bug fixes 1.4.7 11/11/2023 Minor bug fixes and security enhancements 1.4.6 11/06/2023 This update includes new accessibility enhancements, security updates, and other minor enhancements. 1.4.5 09/29/2023 This update includes new accessibility enhancements, an updated privacy policy, and other minor enhancements. 1.4.4 06/02/2023 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. 1.4.3 04/27/2023 Updated Terms and Conditions for Transfers Out. 1.4.2 02/24/2023 Access the information you need to fund your Bernstein accounts with our new Deposit Instructions feature under Transfers. v1.4.1 12/08/2022 A new fresh and modern look to match our newly redesigned website. Check out the preview below! 1.4.0 08/17/2022 This update includes security enhancements and maintenance 1.3.1 06/06/2022