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, you can download the Addepar app for access on your IOS mobile device.
Pershing Investor Portal
Visit the Pershing Investor Portal to view your assets under management, including monthly Balentine account summaries, tax statements, trade confirmations, and more.