Berenberg Wealth Management

The Berenberg Wealth Management App offers you convenient, easy and secure access to your Berenberg accounts anytime, anywhere.


Rely on state-of-the-art technologies to protect your personal data and use your biometric features to access the Wealth Management Portal App. By activating the "Hide Values" function, you can hide the absolute values of your investments to ensure that you are protected from prying eyes in public.

Once authenticated, using TouchID or FaceID, the portal offers the following features:

- Overview of your assets and performance
- Allocations
- Positions
- Transactions
- Valuation
- Account information
- Payments
- Postbox and digital signature
- Profile settings
- Your contact person at Berenberg


Overview of your assets and portfolios:
Providing you with insight into key information on your investments with Berenberg. View performance over various periods and analyse the distribution of your assets across asset classes. Use the position and transaction views to follow individual securities.

Payments:
Make transfers easily and conveniently as Euro or Non-Euro payment.

Information on your accounts:
The "Accounts" menu provides information on the balances and transactions on your accounts.

Postbox and digital signature:
Use filters to quickly search for important documents and our easy & secure approach to digitally sign documents

Your contact at Berenberg:
Under "Account details and settings" find the contact details of your Relationship Manager at Berenberg.

To find out more about Berenberg and the services we offer, please visit www.berenberg.com.

Requirements for App use:
Agreement with Berenberg for the use of the Wealth Management Portal and internet connection.