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

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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

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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

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Who can I contact for questions?

Select your Relationship Manager to see your support team