1. Setting up your account as owner

If you don't have a Bernstein account yet, the first step is to create it. Go to https://app.bernstein.io/registration and follow the steps.

When you have an active Bernstein account, please share the associated email address with the Bernstein team using the email [email protected].

Those are all the steps needed on your side - Bernstein will take care of both setting up the co-branded version of the app with the colors and logo of your firm, and grant you the associated owner rights.

2. Loading your scope

Once Bernstein has confirmed your new role, you will see a new "Partner" entry in the right navigation panel. If you don't see it, please try reloading the tab.

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When accessing this tab, you will see your partner ID, your company's name and the custom URL at which your co-branded app will be located. If you see any mistake, or would like to change something, please let us know right away.

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Clicking on "Load Scope" will bring you to the url and give you a first look at the new branding set up for your firm.

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3. Onboarding your clients