Security & Trust
Learn about account access and file-delivery controls available in AccountBridge.
HTTPS Encryption
The public website and API use HTTPS connections.
Private file delivery
CODA downloads use time-limited links after an access check.
European Hosting
Core hosting and connected service providers have different data-processing roles. Consult the privacy information for the applicable details.
Workflow tracking
Background workflows track bank synchronization and file-processing steps.
Review before release
Code changes go through pull requests and verification before human review and merge.
Data Segregation
Access checks associate clients and bank accounts with the requesting fiduciary.
Limited Admin Access
Fiduciary membership permissions control administrative actions such as delivery-key management.
Authenticator support
Accounts support authenticator-app verification and single-use backup codes.
Customer review
Assess the service against your firm’s legal and accounting obligations before adoption.