Client Access

Pershing Account Statements

Pershing account statements and trade confirmations.

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.

TD Ameritrade

TD Ameritrade account statements and trade confirmations.

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.

First Time User Tutorial