Step 1
Investment Scenarios
Let’s start here. Click the link and review several stress tests. This initial review will help to discuss your investment concerns with your Advisor.
Step 2
Tell Us About Yourself
Begin by telling us a little about yourself.
Our introductory process is limited in the information we ask. It is designed to get us to a point where we can help you evaluate how your portfolio would perform under certain conditions, and to create a dialogue to help you evaluate a working relationship with us. During the client onboarding process, your Advisor will conduct a more thorough analysis.
Step 3
Register And Create Your Portal
Register and create your secure portal.com
From within the portal, you will be able to track performance, holdings, balances, and cash flows for your held away, and Balboa managed accounts.
Our portal is designed for both individual family members and their authorized advisors. You can easily set-up complex wealth structures and invite next-generation family members to view and interact with their specific interests.
Step 4
Link Your Accounts
Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments.
We encrypt your data with the AES-256 encryption standard and store it at industry-leading data centers that are fully SOC1/SOC2/SOC3 TypeII certified.
You can link your outside accounts through the “Insights” page once you register by clicking the button “Add Accounts.”
