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Data Handling

Security and Data Handling

A plain-language explanation of how BondBridge handles your information — what we request, what is optional, and how you stay in control.

What information BondBridge requests

BondBridge may ask you to provide financial information such as income, recurring expenses, outstanding obligations, employer benefits, and account balances. This information is used to organize your financial picture and identify what may deserve attention first. You are not required to provide any information you are not comfortable sharing.

What information is optional

All financial information you provide through Guided Access is voluntary. You choose what to share and what to withhold. BondBridge will work with whatever information you provide and will note where additional information would improve the analysis.

Whether a bank connection is required

No bank connection is required to use BondBridge Guided Access. You provide information directly. Automated account connectivity is under infrastructure expansion and is not currently available.

How payment information is handled

Payment card information is processed by our third-party payment processor (Stripe) and is not stored on BondBridge systems. BondBridge receives confirmation of payment but does not store full card numbers or CVV codes.

Who may access customer information

Access to customer financial information is limited to BondBridge personnel and service providers who need it to provide the services you request. BondBridge does not sell personal financial information. Service providers are required to handle information in accordance with applicable privacy and security requirements.

How service providers are used

BondBridge uses third-party service providers for hosting, payment processing, authentication, analytics, and customer support. These providers are permitted to use your information only as necessary to provide services to BondBridge and as described in the BondBridge Privacy Notice.

How customers request access, correction, or deletion

You may request access to, correction of, or deletion of your personal information by contacting BondBridge at support@mybondbridge.com. We will respond to your request in accordance with applicable law.

How long information may be retained

BondBridge retains customer information for as long as necessary to provide services, comply with legal obligations, resolve disputes, prevent fraud, and enforce agreements. Financial information is deleted from active systems when no longer needed, subject to applicable retention requirements.

How security incidents are reported

If you believe a security incident has occurred or that your account has been accessed without authorisation, please contact BondBridge immediately at support@mybondbridge.com. We will investigate and respond in accordance with applicable law.

Which capabilities remain under infrastructure expansion

Automated account connectivity, continuous automated monitoring, expanded document ingestion, and expanded outcome history are under infrastructure expansion and are not currently available. See the Product Status page for a complete list.

Questions about security or data handling? support@mybondbridge.com