SOC 3 Report

Click the following link to download the most recent report: Expedient_2017_SOC_3 Report

SSAE 16 and SOC 2

Click the following link to download an NDA from Expedient: SOC Reports – NDA 2017


If you or your vendor management service provider needs a copy of our host provider Expedient’s SSAE 16 or other SOC reports for due diligence purposes, here are the procedures to follow:

  • If you need the detailed SSAE 16 and SOC 2 report, Expedient requires that the requesting financial institution complete an NDA. It is extremely important that in addition to signing the NDA you also fill in the blank spaces in the first paragraph on the first page of the form. Expedient will not provide the reports unless this paragraph is complete. The signed and completed NDA should be sent to Heather Riley at, who will submit the NDA to Expedient.  Expedient is very responsive to these requests, when they are submitted through the correct channels, and typically will send the reports directly to you within 24 hours.
  • For other types of due diligence documents, please send your request directly to