Select an onboarding workflow.
Choose the form requested by your Balance Wealth advisor, or complete the full onboarding package.
Sensitive identifiers are collected only in Client Intake, encrypted in transit, and routed to Balance Wealth’s secure Box environment. They are never saved in your browser.
Client Intake
Provide household, contact, employment, banking, and beneficiary information.
Complete packageLet’s Do It All
Complete a risk profile, monthly budget, net worth statement, and supporting document upload.
~6 minutesRisk Profile
Complete a risk profile using four Balance Wealth portfolios and a real market stress scenario.
10-15 minutesMonthly Budget
Enter monthly income, expenses, savings, and advisor notes for review.
8-12 minutesPersonal Financial Statement
Summarize assets, liabilities, ownership notes, and estimated net worth.