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