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The wealth management platform provides statements and reports distinct from the standard custody offering, as it operates off the ledger. Key areas:
  • Web dashboard statement access
  • Statement components
  • End-client monthly subaccount statements
  • Wealth manager monthly statements
  • Trade confirmation statements

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Web dashboard access

All wealth manager and end-client statements are available on the web dashboard under the Reporting page. Click the PDF icon to download any statement.

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Statement components

Each statement includes:
  1. Starting and ending balance totals — holdings at the start and end of the month.
  2. Transactions by subaccount — all activity during the period.

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End-client monthly subaccount statements

In accordance with its custody obligations, Anchorage Digital Bank sends monthly statements directly to each end client at the email collected during due diligence. These cover all transactions and balances by subaccount.

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Wealth manager monthly statements

Wealth managers also receive statements via email. Statements are additionally available for download on the Anchorage Digital web dashboard.

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Wealth manager: Trade confirmations

Wealth managers receive trade confirmations from Anchorage Hold containing trading and brokerage fee details, including a breakdown of settlements across each subaccount. Wealth managers are responsible for disclosing trading fees to their end clients.