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Client Access

Pershing Account Statements

Pershing account statements and trade confirmations.

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Portfolio Reporting

This investment tracking tool enables you to view a wide assortment of up-to-date data on all assets that AnchorPoint Financial advisors help you manage. 

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TD Ameritrade

TD Ameritrade account statements and trade confirmations.

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E-Money Vault

The client portal allows you to link outside investment accounts and provide documents to our office in a safe and secure manner.

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