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, you can download the Addepar app for access on your IOS mobile device.

Visit the Balentine Client Portal

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.

Visit the Pershing Investor Portal