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Access your wealth management tools.
The tools you need to gain insight into your finances — at your fingertips.
Balentine Blueprint™
Exclusively for our wealth management clients, view your full financial picture with real-time values, access your secure document vault, and track spending.
- Full balance sheet
- Spending categorization from linked accounts
Addepar Client Portal
View performance information for Balentine accounts and outside accounts if applicable. For 24/7 access, you can download the Addepar app. In this portal, you will see:
- Asset allocation breakouts
- Performance reporting
- Private capital details
Pershing Investor Portal
View your Balentine managed accounts held at our custodian, Pershing. You can also download the Pershing app. This portal provides the following:
- Tax documents
- Trade confirmations
- Holistic transaction data
Who can I contact for questions?
Select your Relationship Manager to see your support team
Select your Relationship Manager to see your support team
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