Client Access

Client Access Portal: Wealth Planning Portal

Visit your Wealth Planning portal to view your full financial picture with real-time values, access your secure digital vault, and track your spending.

Visit your Wealth Planning Portal

Client Access Portal: Black Diamond

Visit the Black Diamond portal to view performance of your Balentine accounts.

Visit the Black Diamond Portal

Client Access Portal: Pershing NetXInvestor

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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