Balentine clients are just clicks away from account information via links to account portals below. You can access your monthly Balentine account summaries by clicking on the NetX portal, or visit Black Diamond to view your quarterly Balentine performance reports.
Visit the Pershing NetXInvestor portal to view your monthly Balentine account summaries, tax statements, trade confirmations, and more.
If you are unable to contact your Relationship Manager or other Balentine team member due to a significant business interruption, you may contact Pershing Advisor Solutions directly to process limited trade-related transactions, cash disbursements, and security transfers. Such instructions to Pershing Advisor Solutions must be in writing and transmitted via facsimile at (201) 413-4444 or postal service as follows: Pershing Advisor Solutions LLC, P.O. Box 2065, Jersey City, NJ 07303-2065
Visit the Black Diamond portal to view your quarterly Balentine performance reports.