價格：免費
更新日期：2019-07-16
檔案大小：42.4 MB
目前版本：1.1.0
版本需求：需要 iOS 10.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
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 device’s biometrics authentication capabilities…no 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 Advisor’s name, phone number, and e-mail
• Tap to connect to your Advisor in an instant
支援平台：iPhone, iPad