Beta access
A measured beta path for careful early review.
Bastion is preparing a controlled beta for full-life planning and decision support. Access remains intentionally limited while product, policy, and security readiness move together.
Bastion standard
Measured access. Clear boundaries.
The current beta path is for early households, professionals, and future teams who want to evaluate Bastion's direction before broad availability. Participation is reviewed and staged; this is not an open public sign-up flow or a request for sensitive data.
What users can preview now
- Public platform overview and early launch positioning
- Preview navigation for the protected app workspace
- Early planning concepts across retirement, taxes, healthcare, estate topics, cash flow, risk, and major decisions
- Educational examples of how Bastion may frame scenarios and decision support
What is not yet open
- Open self-serve account creation for the general public
- Bank linking, brokerage linking, payroll linking, or document ingestion
- Entry of account numbers, Social Security numbers, tax IDs, medical details, identity documents, or bank-login information
- Production outputs, recommendations, or reports based on real household financial data
Sensitive data is not enabled
Do not enter sensitive financial, tax, medical, account, identity, or bank-login information into Bastion public pages. Bastion is not currently collecting bank credentials, account numbers, tax documents, Social Security numbers, or production household financial data through this beta preview.
Email and update boundaries
- Bastion does not sell user information, including email addresses or contact information.
- Any future beta access, stay-in-touch, or product update emails should be opt-in and used only for Bastion-related communication.
- Users should be able to unsubscribe from non-essential updates.
A dedicated beta intake workflow may be added when onboarding controls are ready. Until then, public calls to action route to launch-readiness information rather than a form that collects personal or financial records.