Security

We take security and privacy as seriously as you do.

General

Boldin employs SOC standard security measures throughout our application and operations.  Highlights of how we protect your data include:

  • We use bank-level security and industry best practices to ensure that we preserve your data security and privacy
  • All communication between your browser and our servers uses industry-standard 256-bit encryption. Our website’s encryption is rated A+ by Qualys SSL Labs.
  • We have strict internal access controls so that no Boldin employees have access to your credentials
  • Your data is stored in data centers that are protected 24/7 with biometric checkpoints, video surveillance and other industry-standard techniques.

Compliance

Boldin adheres to SOC2 Type 1 and 2 security controls and our most recent Type 2 certification period was completed September 30, 2023.  We are TrustArc certified, GDPR compliant and adhere to CCPA regulations.

Data Privacy and Security

Boldin does not:

  • Sell your data, and if we share data with third parties to improve our products and services we make sure they don’t sell your data either
  • Require your social security number, your real name, or any account numbers
  • Store the credit card number you use for purchases

Boldin offers users the option to utilize Multi Factor Authentication (2FA) to further protect their accounts.

Account Linking

  • For some services, such as account linking, we partner with Plaid, a financial technology leader with stellar security credentials. You can review Plaid’s security credentials here.
  • When linking accounts, we never send your credentials to your browser, and we do not store your credentials ourselves. Plaid uses industry-leading security practices to ensure your accounts stay safe.

Think you’ve found a bug?

  • We’ve built Boldin from the ground up. All technology contains bugs, and the public plays a crucial role in identifying these. If you believe you’ve found a security bug or vulnerability, please email us at: secvul@boldin.com.

Boldin Planner

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