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Private Clients US

Q&A

If you are unable to find the answers you need, please contact our Service Desk.

What is a “Preferred AllianceBernstein Site”?

A “Preferred AllianceBernstein Site” is the site that corresponds most closely to your interests. When you select a site in the My Profile section, you are setting that site as your “start page” on AllianceBernstein.com. If you navigate to other sites within AllianceBernstein.com, you can click on My Start Page in the site header to return to your Preferred AllianceBernstein site.

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Can I change my “Preferred AllianceBernstein Site” once one has been set?

Yes, you can always change your start page by going to My Profile in the site header. Once you’re in My Profile, you can select a new start page and hit ‘Submit’.

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How do I change my e-mail address?

To change your website e-mail address (used for all website administrative purposes, such as the “Forgot Your Password?” feature and E-Delivery), please log in to the website with your Bernstein ID and password and click on the “My Profile” link at the top right of the page. Next, click on the “Change Email Address” link in the right side of the page and follow the instructions.

To change the e-mail address that your Bernstein Advisor uses to contact you, please contact your Advisor’s Associate.

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How do I verify my e-mail address?

To take advantage of website features such as “Forgot Your Password?” and E-Delivery, you must verify your e-mail address. Please log in to the website with your Bernstein ID and password and click on the “My Profile” link at the top right of the page. Next, click on the “Change Email Address” link to the right. After you enter your e-mail address, hit the “Next” button and an e-mail will be sent to you with instructions and a link. For security reasons, this link will be functional for only 24 hours.

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I tried to verify my e-mail address, but did not receive an e-mail.

Verification e-mails are sent the moment you click send; most are received within a few minutes. Please click “Send/Receive” or the equivalent in your e-mail program to receive new messages. If you do not see a message from BernsteinClientServices@bernstein.com or BernsteinEDelivery@bernstein.com in your Inbox after a few minutes, please follow the steps below.

If you are using America Online, check your “Spam Folder.” If you find the Bernstein e-mail there, highlight it, and click on the “This Is Not Spam” button to move it to your New message folder. Open the e-mail from AllianceBernstein. On the top right, click on “Show images and enable links.” You should now be able to read the e-mail and verify your e-mail address.

If you are using another e-mail provider, please check with their support desk for information about their practices on filters and spam guards.

For your security, the links in verification e-mails expire after 24 hours. If a link is no longer valid when you click on it, please log in to the AllianceBernstein website and go to My Profile to resend the verification e-mail.

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Can I change my website password?

Yes, you are able to change your password by going to ‘My Profile’ and clicking ‘Change Password’ in the right side of the screen and following the form instructions.

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I’ve changed my password, but it does not work when I try to log back into the site?

Check to see that the Caps Lock or Num Lock is not turned on. If you still experience a problem logging in, please contact your Advisor’s Associate or the Service Desk.

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I do not want to receive paper Trade Confirmations or Monthly Statements in the mail.

We offer clients and professional advisors with access to client account information online two E-Delivery options: 1) Paperless Confirmations and Statements, or 2) Paperless Confirmations Only. More information about our E-Delivery service is available on our client websites in the “My Profile” section. Once there, you can enroll in a few simple clicks.

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Can you enroll me in E-Delivery?

During the Account opening process, clients can elect to enroll in E-Delivery. At any other time, clients can enroll in E-Delivery through a few simple clicks on the website. To enroll, clients should log in to www.alliancebernstein.com with their Bernstein ID and password, click on “My Profile”, then select “Change Delivery Options,” on the right side of the page and then follow the steps to complete their enrollment. For our clients’ protection, their e-mail addresses are verified during E-Delivery enrollment, so the enrollment must be completed by the client.

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How long does it take for my E-Delivery enrollment, option change, or cancellation to be processed?

The e-mail notification component of E-Delivery is immediate. Once you have completed your E-Delivery enrollment, you will be sent an e-mail notification whenever a Trade Confirmation and/or a Monthly Statement are posted on the website for one of your accounts. The paper suppression takes more time to be processed. Please allow one week for your paper Trade Confirmations to be turned off or on and up to six weeks for your paper Monthly Statements to be turned off or on. Please note that we cannot process your E-Delivery enrollment until you have verified your e-mail address. To check the status of your E-Delivery, visit “Change Delivery Options” under My Profile.

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I’ve been enrolled in E-Delivery for more than a month and am still receiving Trade Confirmations and/or Monthly Statements in the mail.

Please contact your Advisor’s Associate or the Service Desk. For statements received in the mail, please be prepared to indicate the Account Number and Period Ending. For Trade Confirmations received in the mail, please have available the account number, trade date, security, and quantity.

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I receive multiple e-mails whenever a Trade Confirmation is posted.

It is likely that multiple people in your household are enrolled in E-Delivery with the same e-mail address. Please contact your Advisor’s Associate or the Service Desk. Please provide the E-mail Reference numbers, which can be found in the body of the E-Delivery e-mails, from a recent day and indicate if you would like to change one of the e-mail addresses or cancel E-Delivery for one of the accounts. Alternatively, the member of your household could log in to the website with his or her Bernstein ID and password, click on the “My Profile,” link on the top right, and make the appropriate changes.

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What is “Personalized Account Analysis”?

This allows clients to create custom account groupings. For instance, you can aggregate all accounts for your children under one Personalized Account Analysis and name it “Our Children.” You can then view the combined asset mix and total value of the accounts in the group.

To access this feature, log on to your home page and click on “Begin or edit your Personalized Account Analysis” in the middle of the screen. Then name your group, add the accounts you want to include, and click “Save.” To see the market value and asset mix for this new Account Analysis, click on the “View” link at the top of the page. Once you create at least one Personalized Account, you will see it on your Home Page under the “Personalized Account Analysis” section. You can also access this via “My Profile” or by selecting the Personalized Account Analysis you want to view from the drop-down menu at the top of the “Account Access” page.

To create a new Personalized Account that is similar to an existing one, select the established Personalized Account. Then click on the “Copy” button. You now have a mirror image of this analysis that you can edit.

This feature can also be accessed in the My Profile section of the website by clicking “Create Personalized Account Analysis” in the right side of the screen.

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What types of Personalized Account Analyses can I create?

You can group your accounts using any criteria you want. Common groupings are children’s accounts, retirement accounts, taxable accounts, trusts, and alternative investments.

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Can I include the same account in more than one Personalized Account Analysis?

Yes. For example, the same account could be under “My Son” and “My Children.”

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Can I combine accounts from different Relationships into one Personalized Account Analysis?

Yes.

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Will others be able to view the Personalized Account Analysis that I create?

Although members of your family and your professional advisors may view your account information by logging on to the website with their password, they will not be able to view the Personalized Account Analysis that you create. However, Bernstein Advisors and Associates can view your Personalized Account Analysis.

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Can I include investments held outside of Bernstein in a Personalized Account Analysis?

No. At this time, you can include only Bernstein accounts.

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Do I need to maintain the Personalized Account Analysis that I create?

Yes. Whenever you open a new account, close an existing account, or make an asset allocation change, we encourage you to review your Personalized Account Analysis and make any necessary updates.

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Are there any restrictions on the name or description of my Personalized Account Analysis?

Names are limited to 30 characters and must be composed of letters and/or numbers. The description section is limited to 250 characters and must also be composed of letters and/or numbers.

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I don’t see the “Personalized Account Analysis” section of the website.

First log on to your home page and confirm that you can see the combined value of your accounts at the top of the screen. Then scroll down below the “Market Value At A Glance” section. There you should see the title “Personalized Account Analysis.” However, this function is available only to clients and professional advisors with website access to at least one active account. For additional information, please contact your Advisor or the Service Desk.

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