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22 Oct 2026, 10:06 UTC · 1 question · ID b0d00ec58002
Who asked
Persona
CIO (Chief Information Officer)
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
  1. /securityQuestion 1 asked here
Question 1

“Is Hourglass SOC 2 compliant, and how do we get the report?”

Answer
Not answered

The security page covers permissions, audit history, approval steps, single sign-on, data region choice and encryption. It never says whether Hourglass holds SOC 2 or any other certification, or how to request an audit report.

Section on the siteStatusTicket
/securitySecurity and control, built into every hubMissing here
Add a certifications and audit reports section to /security

Ticket

Paste this into your ticketing tool.

Add a certifications and audit reports section to /security

Who needs it: CTOs and IT or security reviewers checking a vendor
Section: /security › Security and control, built into every hub

What is missing:
- SOC 2 compliance status is not mentioned.
- No other certifications or attestations are listed.
- There is no way described to request a SOC 2 report or other audit documents, or what terms apply (such as an NDA).

Where: New section on /security, placed after "Security and control, built into every hub".
  Related sections: Security and control, built into every hub · Audit history · Encryption · Data region choice
  Main topics: Certifications and attestations held · SOC 2 report type and audit period · How to request reports and what is required · Other compliance documents available to reviewers

What to do:
1. Confirm with the security and compliance team which certifications Hourglass holds, the SOC 2 report type and period, and the request process.
2. Add the new section listing each confirmed certification and the steps to request its report, with a link to the request route on /contact.

Done when: /security names each certification Hourglass holds and explains how to request its report.

From: conversation b0d00ec58002, question 1: "Is Hourglass SOC 2 compliant, and how do we get the report?"
Who needs it: CTOs and IT or security reviewers checking a vendor
What is missing
  • SOC 2 compliance status is not mentioned.
  • No other certifications or attestations are listed.
  • There is no way described to request a SOC 2 report or other audit documents, or what terms apply (such as an NDA).
Where
New section on /security, placed after "Security and control, built into every hub".
Related sections
Security and control, built into every hub · Audit history · Encryption · Data region choice
Main topics
Certifications and attestations held · SOC 2 report type and audit period · How to request reports and what is required · Other compliance documents available to reviewers
What to do
  1. Confirm with the security and compliance team which certifications Hourglass holds, the SOC 2 report type and period, and the request process.
  2. Add the new section listing each confirmed certification and the steps to request its report, with a link to the request route on /contact.
Done when: /security names each certification Hourglass holds and explains how to request its report.
/solutions/financial-servicesBuilt for regulated teamsMissing here
Add certifications and report access to /solutions/financial-services

Ticket

Paste this into your ticketing tool.

Add certifications and report access to /solutions/financial-services

Who needs it: Financial services (banks, credit unions and insurers)
Section: /solutions/financial-services › Built for regulated teams

What is missing:
- SOC 2 status is not mentioned for regulated buyers.
- No pointer to where compliance teams can request audit reports.

Where: Update this section: add a line under the "Approvals where you need them" card beside "Ready when your auditors ask".

What to do:
1. Add a short line naming the certifications confirmed for the /security section.
2. Link that line to the new certifications section on /security.

Done when: /solutions/financial-services names Hourglass's certifications and links to how to request the reports.
Depends on: Add a certifications and audit reports section to /security

From: conversation b0d00ec58002, question 1: "Is Hourglass SOC 2 compliant, and how do we get the report?"
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
  • SOC 2 status is not mentioned for regulated buyers.
  • No pointer to where compliance teams can request audit reports.
Where
Update this section: add a line under the "Approvals where you need them" card beside "Ready when your auditors ask".
What to do
  1. Add a short line naming the certifications confirmed for the /security section.
  2. Link that line to the new certifications section on /security.
Done when: /solutions/financial-services names Hourglass's certifications and links to how to request the reports.
Depends on: “Add a certifications and audit reports section to /security”
Answer full page
I don't have information about SOC 2 compliance or how to request a report. Our security covers field-level permissions, audit history, approval steps, single sign-on, data region choice and encryption. I can put you in touch with the team, who can answer the SOC 2 question and share what's available.
Sections in the answer pageStatus
/securitySecurity and control, built into every hubMissing here
/solutions/financial-servicesBuilt for regulated teamsMissing here

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.