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Welcome to Balentine
We're honored you've chosen us as your guides. Here's what to expect as new clients.
You’ll be introduced to Lillis, our Transition Manager. Lillis will guide you through your account opening and asset transfers.
You and Lillis will confirm account types, gather documentation & information.
Balentine preps all paperwork and will send to you to authorize.
You will review and sign new account and transfer paperwork.
To assist with deeper financial planning, we will ask you to share additional documents. We also seek to be introduced to your other trusted advisors.
Balentine opens accounts on client’s behalf.
Pershing, who custodies your assets, will provide online access to see your assets and trades in real time. Learn more about Pershing here.
Balentine will diligently track your asset transfers and provide you with weekly updates of asset arrivals.
Your primary advisor will work with you to finalize your investing details.
As we near completion of transitioning your assets, Lillis will introduce you to your “Core Team” who will be your primary contacts for all your wealth needs.
You’ll be introduced to Lillis, our Transition Manager. Lillis will guide you through your account opening and asset transfers.
You and Lillis will confirm account types, gather documentation & information.
Balentine preps all paperwork and will send to you to authorize.
You will review and sign new account and transfer paperwork.
To assist with deeper financial planning, we will ask you to share additional documents. We also seek to be introduced to your other trusted advisors.
Balentine opens accounts on client’s behalf.
Pershing, who custodies your assets, will provide online access to see your assets and trades in real time. Learn more about Pershing here.
Balentine will diligently track your asset transfers and provide you with weekly updates of asset arrivals.
Your primary advisor will work with you to finalize your investing details.
As we near completion of transitioning your assets, Lillis will introduce you to your “Core Team” who will be your primary contacts for all your wealth needs.
Our goal is to make your transition to Balentine as smooth as possible.
Rest assured that a dedicated onboarding team will work exclusively with you as a new client throughout the onboarding process to ensure a seamless transition and a positive first experience with our entire team. Here are answers to questions you may have about what's next.
Our goal is to make your transition to Balentine as smooth as possible.
Meet Lillis, your dedicated transition manager. Lillis will work exclusively with you as a new client throughout the onboarding process to ensure a seamless transition and a positive first experience. Here are Lillis' answers to questions you may have about becoming a Balentine client.
Changing wealth advisors doesn’t need to be difficult.
“Each member has gone above and beyond in making our transition as smooth as possible.”
- Current Balentine Client
Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.
“Each member has gone above and beyond in making our transition as smooth as possible.”
- Current Balentine Client
Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.
How can we improve your experience?
We take seriously our responsibility to guide your wealth journey. Emily Barbour's role is to continuously enhance your experience. If you have anything to share—whether it is something you've appreciated, a question, or an idea for improvement—please let us know.
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