BNY Wealth Online vs Bernstein Private Wealth

The Wealth Online mobile app is available to BNY Wealth clients enrolled in Wealth Online. You can securely manage and transact on consumer accounts as well as monitor investment accounts, all within our mobile app. With clear navigation, a customizable view of your entire relationship and the latest intraday pricing information, Wealth Online makes accessing your accounts easy. Investment accounts on the go: - Access your investment portfolio page, a detailed view of your accounts - View Investment Management account statements and tax documents - Transfer funds between your investment accounts - Add external accounts via My Wealth - Manage alerts Banking accounts on the go: - Monitor your account by viewing available balance - Search transaction history - Funds transfer and payments - Transfers between BNY and external banking accounts - Pay bills and manage payees - Send and receive money securely with Zelle® - Mobile check deposits - Debit card controls and alerts - Stop payments, check re-order, lost/stolen card reporting - Touch ID®, Face ID® or passcode for quick access If you are not currently enrolled in Wealth Online, please visit https://login.bnymellonwealth.com/enroll , or contact your BNY Wealth team to get started. Seller: The Bank of New York Mellon Copyright: ©2024 The Bank of New York Mellon. All rights reserved.

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.