Bernstein Private Wealth vs Cresset

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.

Download Cresset’s client portal mobile app, offering you secure and convenient access to view performance, asset allocation, net worth, documents, and Cresset-curated content.