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Configure invoices and document delivery from the web dashboard, and manage your team, policies, and trusted addresses.

Team & policies

Manage users, roles, and administrator and vault policies.

Trusted destinations

Add, manage, and remove trusted withdrawal destinations.

Trusted sources

Manage trusted deposit sources for automatic attribution.

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Document delivery

Navigate to Settings, then Document delivery and click the edit button to set up or edit the distribution list for each document category. You can specify different recipients per legal entity onboarded with Anchorage Digital. To configure invoice delivery specifically, navigate to Invoices and enter or edit email recipient details. For more on viewing, paying, and managing invoices, see Invoices.

Related topics

Navigating the web dashboardSetting upSetting up participantsKey download preferences