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Access your wealth management tools.
The tools you need to gain insight into your finances — at your fingertips.
Financial Planning Portal
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
Fidelity.com
View your Balentine managed accounts held at our custodian, Fidelity. You can also download the Fidelity app. On Fidelity.com, you will see:
- Tax documents
- Trade confirmations
- Holistic transaction data
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?
Fidelity Investments is an independent company, unaffiliated with Balentine. Fidelity Investments is a service provider to Balentine.
There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Balentine and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC.
Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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