Client Access

Balentine Blueprint Portal

Visit your Balentine Blueprint wealth planning portal to view your full financial picture with real-time values, access your secure digital vault, and track your spending.

Visit the Balentine Blueprint Portal

Balentine Client Portal

Visit the Balentine Client Portal to view performance of your Balentine accounts. For 24/7 on-the-go access, download the mobile applications for iOS and Android devices.

Visit the Balentine Client Portal

Pershing NetXInvestor Portal

Visit Pershing Advisor Solutions’ NetXInvestor® portal to view your assets under management, including monthly Balentine account summaries, tax statements, trade confirmations, and more.

Visit the Pershing NetXInvestor Portal

Contact Us

Looking for guidance in managing your wealth? Balentine is committed to providing the education and advice our clients need to realize their goals.

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