Bernstein Private Wealth v1.4.1

Clients can conveniently access their information anytime and anywhere using the Bernstein Private Wealth app on their mobile devices. The app allows users to easily check account balances, review asset allocation, transact on accounts, and assess performance.

Security Features:

• Secure Log-in options include username and password input, fingerprint mapping, and facial recognition technology for seamless biometric authentication without the need to remember passwords.
• Multi-factor authentication ensures the security of your account.

Transaction Features:

• Securely transfer funds out of Bernstein accounts.
• Deposit Checks by simply taking photos of the front and back of a check to fund available Bernstein accounts.
• Access Deposit Instructions required for funding Bernstein accounts via wire/ACH.

Data Sharing:

• Securely share documents with your advisor through the app.

Wealth Management Hub:

• Link accounts from multiple institutions to gain a comprehensive overview of your assets.

Account Management Features:

• Quickly review balances across all Bernstein accounts and sub-accounts.
• Monitor asset allocation, activity, holdings, and performance with ease.
• Assess asset allocation by class or objective and delve into sub-asset class details.

Activity Monitoring:

• Review transaction history, filter by date range or amount, and track buys, sells, additions, and withdrawals.

Holding Analysis:

• Examine holdings by asset class, manage securities status, and understand total exposure by relationship.
• Check cost basis and other holding details with a single click.

Performance Evaluation:

• Evaluate performance at the account or relationship level using time-weighted return or internal rate of return metrics.
• Switch between different time periods easily using the drop-down menu.
• Analyze money earned, contributions, withdrawals, and compare performance to major indices.

Contact Information:

• Access your Bernstein Advisor’s contact details including name, phone number, and email address for convenient communication.
• Connect with your Advisor instantly through the app with just a tap.