I forgot my password. How can I retrieve it?
If you forgot your password, click on the “Forgot Your Password?” link on the Log In page. You’ll be asked to enter your username or Bernstein ID and your e-mail address. If the information matches what we have on file, we’ll send you an e-mail with instructions on how to change your password.
When I try to log in, I get the following error: The Bernstein ID, Password and/or Profile you have entered is/are invalid.
Verify that you are using the correct username and password, that the Caps Lock on your keyboard is off, and that you have not entered any spaces.
How can I change my personal information on file?
After you log in, you can go to the My Profile section under Quick Links to make edits to your information.
If I think I have been locked out of my account, what can I do?
Please contact our Help Desk for assistance.
Is this website secure?
Yes. Communications between your computer and this website are encrypted using SSL, the Internet-standard secure-connection protocol. SSL is used by all leading financial and e-commerce websites to prevent hackers and other malicious users from intercepting data on the Internet. For more information, please see our “Security Statement” and “What web browsers can I use?”
What web browsers can I use?
For your protection and in order to maintain a high level of security, we require that your browser support 128-bit SSL encryption to access account information and financial data. As a result, our website may not work with all browsers. Because earlier versions of these browsers listed below are no longer supported by their manufacturers and may be incompatible with security certificates that expire after January 7, 2004, we recommend that you download and install the latest version of one of these browsers. This will not only ensure stronger security level, but also the best overall performance of our website.
- • Microsoft Internet Explorer v10.0 and above for Windows
- • Mozilla Firefox for Windows and Mac
- • Google Chrome for Windows and Mac
- • Apple Safari 6.0 for Windows and Mac
Snow Leopard on Macs is not supported as they do not support Safari 6.0 or newer versions of Google Chrome or Firefox. While this website may work with other web browsers, there is no guarantee. Since we are unable to provide assistance for non-supported web browsers, we recommend that you use one of the supported web browsers listed above. For assistance with a non-supported web browser, please contact your browser’s manufacturer.
How do I set my cookies for this website?
Below are some instructions for configuring your cookie settings in some of the more popular browsers that we support:
- • In Internet Explorer, select “Internet Options” from the “Tools” menu. Then, click on the “Privacy” tab. If the Setting is “Custom,” click on the “Default” button. Next, move the slider to “Medium” and click the “OK” button.
- • In Firefox, select “Tools”, then “Options” and then “Privacy.” In the “Cookies” area select “Allow sites to set cookies” and “until they expire”.
- • In Chrome, select “Option”, then click “Under the Hood” tab. In the “Cookie settings” drop-down menu, select “Allow all cookies”.
- • In Safari, choose “Preferences”, then “Security.” In the “Accept Cookie” section, select “Always”.
For more information on cookie settings, please consult the Help documentation included with your browser.
Our commitment to Internet security.
We are committed to protecting your personal information and therefore adhere to the highest ethical standards in gathering, using, and safeguarding the information you’ve entrusted to us. We will not rent, sell, or exchange your information. Access to information about our users is restricted to the AllianceBernstein family of businesses.
We take numerous precautions in seeking to keep our systems secure and compliant with industry standards, including ongoing security testing of the website, constant security monitoring, and maintaining state-of-the-art security programs. This website requires 128-bit SSL for website browsing. For more information, please see “Browsers and Internet Security”.
Electronic Communications and the security of your personal information.
We will never ask you for your website password—not through e-mail, not over the phone, not ever.
We will never threaten account closure in an e-mail. An e-mail that does so is an attempt to gain access to your personal information. Do not reply to the e-mail; do not submit such information through a website.
If you receive an e-mail asking for personal information (account numbers, passwords, PINs, Social Security numbers, etc.) suspect fraud. Regardless of the sender, do not reply to the e-mail and do not submit such information through a website. Do not click on any links or open any attachments, as they may contain viruses or spyware.
If you receive such an e-mail, and it appears to come from us, do not reply. Instead, please call your Advisor for additional information.
What are cookies and why do I need them to access this website?
To access this website your browser must allow session cookies. Cookies are automatically generated by our Web servers and are used only to allow our servers to interact with your browser. If your browser is not set to accept cookies, you will not be able to register for or log in to the website. For more information on cookie settings, please consult the Help documentation included with your browser. In addition, you can read about cookies.
How to verify that your session is secure.
- 1. The best way to make sure you are on our website is to type “http://www.Bernstein.com” into your browser’s address bar.
- • Don’t click on links in suspicious e-mails.
- • Beware of slightly altered websites that request you to provide additional information.
- 2. When visiting a SSL-encrypted website, your browser will display a padlock icon in the locked position to let you know that your session is secure. Click on the padlock to open the SSL Certificate.
- • In Internet Explorer, Mozilla Firefox, and Google Chrome, the padlock will appear in the address bar of your browser.
- • In Safari, the padlock will appear on the upper right of your browser.
- 3. From the Details tab, choose Subject to display current information for the SSL certificate.
- • In Mozilla Firefox, click the View button on the Security tab. Click the Details tab. Then choose Subject from the Certificate Fields section.
- • In Safari, click the triangle next to Details. Then, scroll down to the Organization field.
- 4. Verify that you see AllianceBernstein L.P. displayed next to the letter O (for Owner) or Organization (in Safari).
Additional security measures that you can implement to maximize your internet security.
We recommend general computer and Internet “Good Use” policies to all users. These include:
- • Use one of the leading antivirus software applications. Antivirus software (e.g., Norton Antivirus, McAfee, etc.) can protect your computer from “malware”, which can send private information from your computer to an unauthorized person anywhere in the world.
- • Use your own computer. Using another person’s computer means that you trust that person’s computer to be safe, which, in fact, it may not be. If they do not follow adequate security procedures, their computer may harbor malware or other applications that can capture your Bernstein data.
- • Keep your computer software up to date with the latest patches and security enhancements. Configure automatic updates within Windows and/or Mac computers. Install the latest versions of software installed on your computer (e.g. Adobe products, Java, web browsers, etc.)
- • Use one of the leading personal firewalls to protect your computer from unauthorized entry. Personal firewalls (e.g., Norton Antivirus, McAfee, etc.) can protect your computer from probes and attacks based on network protocols, and can even allow you to prevent unethical users from finding your computer on the Internet.
- • Create strong passwords that are not easily guessable. Select a unique password for each web site you access on the internet.
What to do if you need website support.
Website Support is available to help you Monday through Friday, 7 a.m. to 6 p.m. ET. Our Help Desk staff is knowledgeable and will be glad to help you with any problems you may be experiencing. In addition, our Help Desk staff adheres to a strict confidentiality policy, so that any information they may view on this website is held in the strictest confidence. You may contact the Service Desk.
How do I register?
First, click on the “Register” link - it is located in the upper right part of your screen, just below the “Search” button. Then follow the prompts to input your requested personal information. For a demonstration on how to register, please view the video in our tutorial section.
I don’t have an account set up yet with Bernstein but am interested in seeing what you offer for registered clients. Is this possible?
Yes. You can request a guest password through the Contact Us form.
I am having problems registering with the website.
If you are experiencing problems registering with the website, please make sure that your cookies are properly set. For more information, please see “What are cookies and why do I need them to access this website?” For additional assistance, please contact your Advisor’s Associate or our Service Desk.
What is my Bernstein ID?
The Bernstein ID is the number you use to register for this website. If you do not know your Bernstein ID number, please contact your Advisor’s Associate.
I forgot my Bernstein ID.
If you forget your Bernstein ID, please contact your Advisor’s Associate.
I have multiple Bernstein IDs that I use to log in. Can I just use one?
Yes. For assistance, please contact your Advisor’s Associate.
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 under Quick Links. Next, click on the “Change Email Address” link under Delivery Preferences to change the e-mail address that your Bernstein Advisor uses to contact you, please contact your Advisor’s Associate or edit your email in the My Profile section under Email Details.
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 username and password and click on the “My Profile” link at the top right of the page. Next, under “Delivery Preferences”, click on “Send Verification Email”. 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.
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.
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 Bernstein website and go to My Profile to resend the verification e-mail.
Can I change my website password?
Yes, you are able to change your password by going to ‘My Profile’ and clicking ‘Change Password’ under Login & Security Settings.
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 Help Desk.
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. bernstein.com with their usernameand password, click on “My Profile”, then navigate to Delivery Preferences. For our clients’ protection, their e-mail addresses are verified during E-Delivery enrollment, so the enrollment must be completed by the client.
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.
I logged in, but I don’t see any of my accounts on the website.
If none of your accounts are displayed on the website, visit the account homepage by clicking on either “Account” in the top navigation or “View Account” in the top right of the page. Enter your account number in the “Account Activation” field and follow the step-by-step directions. If your accounts still do not appear, please contact your Bernstein Advisor or Advisor’s Associate.
I don’t see some of my accounts on the website.
Please contact your Bernstein Advisor or Advisor’s Associate for assistance.
I don’t see one or more of my client’s accounts on the website
All professional advisors must contact their Bernstein Advisor or Advisor’s Associate to gain access to client account data online.
For relationships for which there is written client consent on file, the Associate can immediately authorize activation, and the full range of client account data will appear on the site by the next business day.
For accounts for which client consent is not on file—or does not include all accounts in a relationship—the Associate can assist you in obtaining the proper consent. As soon as consent is on file, the Associate can authorize activation.
How long is account data online?
Most account transactions are available for the current and prior year. Trade Confirmations are available starting from March 16, 2001, and Monthly Statements are available starting November 2000.
How do I download and unzip my Tax Report Zip file?
- 1. Click on the “CSV & TXF ZIP” link in the “Relationship or Account” column.
- 2. Select “Open” and then click the “OK” button.
- 3. Follow the appropriate steps below:
- • If you are using Windows XP, click on “Extract all files” under “Folder Tasks” in the top left. Then click “Next” to start the “Extraction Wizard,” which will guide you through the process.
- • If you are using Mac OS X, a folder will be created on your desktop containing the files.
- • If you are using WinZip, click the “Extract” button. Create a new folder on your computer to store the report (e.g., “Bernstein Tax Report”). Then click the “Extract” button.
- 4. Within the new folder, you should see a list of two files for each account in your Year-End Tax Report:
- • .csv extension for Excel and other data programs
- • .txf extension for tax preparation software, including TurboTax Desktop. TXF is not compatible with the online version of TurboTax.
- 5. The files are now available for you to review or to import into other software.
Note: The “CSV & TXF ZIP” links will not appear for Tax Reports that have not had Capital Gains or Losses. The files contain only Capital Gains information and do not include Income because tax regulation does not require income items to be reported as individual entries. You should review all tax reporting issues with your tax advisor.
How do I import my capital gains transactions into TurboTax?
- 1. Open TurboTax. From the TurboTax File menu (Windows) or the TurboTax menu (Mac),
- 2. Begin/Start a new return
- 3. select Import > From Accounting Software from the File Menu (See Image 1 below).
- 4. From the list, select Other Financial Software (TXF file), and then select Continue. (See Image 2)
- 5. Select the .TXF file you want to import. (If you don't see the file in the list, select Browse To Find File or Browse. Select the .TXF file from the location where you stored it and then select Open or Choose.)
- 6. Click Import Now or Continue.
- 7. Select the information you want to import into TurboTax, and then select Import Now.
- 8. You will need to import the data for each account one-by-one. Be sure to check the account number before you import, especially if you are filing multiple returns.
- 9. You should review all tax reporting issues with your tax advisor.
Can I import my Bernstein Capital Gains into TurboTax Online?
No. To import your Bernstein Capital Gains, you will need a TurboTax Desktop Product. See “How do I import my capital gains transactions into tax preparation software?”
I see “AllianceBernstein” in TurboTax, but am unable to log in.
If you select “Import > From Financial Partner” from the “File” menu in TurboTax, you may see “AllianceBernstein” listed. This import option is available only for our AllianceBernstein Investments clients. Bernstein Global Wealth Management clients can import their capital gains by loading in the .TXF file(s) provided. For more information, see “How do I import my capital gains transactions into TurboTax?”
How do I open my capital gains transactions in Excel?
- 1. Download and extract the .csv files (see “How do I download and unzip my Tax Report Zip file?” above).
- 2. Open Excel and then open the .csv files. Please note:
- • Long-term gains are designated by “LT” and “LTC”;Cash in Lieu, Currency, Futures, Forwards, Short Sale, Short-Term, and Zero Cost gains are designated by “ST” or “STC”.
- • Cash in Lieu transactions, reported as Short-Term Covered (STC), will not have values in the “Date Purchased,” “Qty.,” or “Total Cost” fields.
- • The 0 that appears at the front of your account number may be removed when you open the files in Excel. This has no bearing on your account; it’s simply an Excel formatting convention.
I get a blank page or an error message when I try to open my statement/report.
If you see a blank page or a “font contains bad CMap/Encoding” error, there is probably an issue with your Adobe Reader installation. Please try downloading and reinstalling Adobe Reader. For more information, see “Where do I get Adobe Reader?”
Why does online account information differ from what is on my Monthly Statements?
Online account information may differ from data shown in Monthly Statements for a variety of reasons. For example, Monthly Statements post transactions as of settlement date, while the online data are shown as of trade date. Also, the online data accrue interest on fixed income instruments, whereas the data in the mailed Monthly Statements do not. Important: Only your official Tax Package and 1099 should be used for tax filing purposes. Your online transaction reports and monthly brokerage statements can be used for estimate purposes, but will most likely differ from your official tax records due to post year-end tax adjustments.