Statements

The wealth management platform provides statements and reports distinct from the standard custody offering, as it operates off the ledger.

How it works

Statements generate monthly

Anchorage Digital produces subaccount and program-level statements each month, covering starting and ending balances and all transactions during the period.

Statements deliver automatically

End clients and wealth managers each receive their statements by email, and can also view or download them from the web dashboard.

Retrieve statements programmatically

Use the Statements API to list, fetch, and download statements without relying on the web dashboard.

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.

Statement components

Each statement includes:

Starting and ending balance totals — holdings at the start and end of the month.
Transactions by subaccount — all activity during the period.

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.

Wealth manager monthly statements

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

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.

Integration steps

Statements are also available programmatically, so you can pull and archive them without relying on the web dashboard.

Step 1: List statement types

GET /v2/statement-types

curl --request GET \
     --url https://api.anchorage-staging.com/v2/statement-types \
     --header 'Api-Access-Key: {API Key}' \
     --header 'accept: application/json'

{
  "data": [
    { "id": "b00e2483-57a1-4db4-8ea1-b91223a76a20", "name": "Brokerage Monthly Statement" },
    { "id": "d3b07384-d9a0-4f8b-8a1a-6f3e4b2e4f8b", "name": "Custody Monthly Statement" },
    { "id": "058da362-31a7-4e2b-ae3e-77b095389a5f", "name": "Exchange Trade Fund" },
    { "id": "e6ffd062-7bbc-4d72-b9d0-409f7fe7dd0d", "name": "Program Customer Monthly" },
    { "id": "cbe88de1-2470-46f1-aa59-932eeda16ba2", "name": "Registered Investment Advisor" }
  ],
  "page": { "next": null }
}

Step 2: List statements

GET /v2/statements Filter by typeIds, customerIds, ids, or a createdAfter/createdBefore date range. Supports afterId/limit cursor pagination.

curl --request GET \
     --url 'https://api.anchorage-staging.com/v2/statements?customerIds={customerId}&createdAfter=2025-09-01' \
     --header 'Api-Access-Key: {API Key}' \
     --header 'accept: application/json'

{
  "data": [
    {
      "id": "8de0fc33-7443-4dcf-bbf1-4ca8d0e0509f",
      "customerId": "fbcdb420fca4439d919089e60d59cd5b12b692d215694681b636bffb6cb1618c",
      "createdAt": "2025-03-27T17:15:42.793685Z",
      "displayName": "ETF Statement October 2025",
      "typeId": "058da362-31a7-4e2b-ae3e-77b095389a5f"
    }
  ],
  "page": { "next": null }
}

Step 3: Get statement details

GET /v2/statements/{statementId}

curl --request GET \
     --url https://api.anchorage-staging.com/v2/statements/2cfb5ca8-8a71-11f0-969e-42010a1f04ea \
     --header 'Api-Access-Key: {API Key}' \
     --header 'accept: application/json'

{
  "data": {
    "id": "2cfb5ca8-8a71-11f0-969e-42010a1f04ea",
    "customerId": "3ed6ef079913cb5e786c03f73326511b0bbebc438f941cb13650d48650904fc6",
    "createdAt": "2025-09-01T00:47:16.937934Z",
    "displayName": "RIA Statement September 2025",
    "typeId": "058da362-31a7-4e2b-ae3e-77b095389a5f"
  }
}

Step 4: Download the statement PDF

GET /v2/statements/{statementId}/download Returns the statement as a binary PDF (application/pdf), not a JSON envelope.

Request

curl --request GET \
     --url https://api.anchorage-staging.com/v2/statements/2cfb5ca8-8a71-11f0-969e-42010a1f04ea/download \
     --header 'Api-Access-Key: {API Key}' \
     --header 'accept: application/pdf' \
     --output statement.pdf

Platform

Solutions

How it works

Web dashboard access

Statement components

End-client monthly subaccount statements

Wealth manager monthly statements

Wealth manager: Trade confirmations

Integration steps

Step 1: List statement types

Step 2: List statements

Step 3: Get statement details

Step 4: Download the statement PDF

​How it works

​Web dashboard access

​Statement components

​End-client monthly subaccount statements

​Wealth manager monthly statements

​Wealth manager: Trade confirmations

​Integration steps

​Step 1: List statement types

​Step 2: List statements

​Step 3: Get statement details

​Step 4: Download the statement PDF

How it works

Web dashboard access

Statement components

End-client monthly subaccount statements

Wealth manager monthly statements

Wealth manager: Trade confirmations

Integration steps

Step 1: List statement types

Step 2: List statements

Step 3: Get statement details

Step 4: Download the statement PDF