For trading desks, Instant Bloomberg (IB) is where client and counterparty conversations happen. These chats are business communications subject to applicable recordkeeping requirements under SEC Rule 17a-4 and FINRA Rule 4511.
The problem is rarely capturing Bloomberg on its own. It is that Bloomberg chat sits in one system, WhatsApp and iMessage sit in another, and email in a third. When an examiner asks for everything a trader said about a position, your team searches three systems and stitches the results together by hand.
Comma brings Bloomberg chat into the same archive as your firm’s other communications.
What Comma archives from Bloomberg
Instant Bloomberg (IB) chat - one-to-one and group chat messages, room invites and attachments.
Bloomberg Message (MSG) - Bloomberg’s email-style messages and their attachments.
Both arrive from Bloomberg’s daily compliance feed. Bloomberg exports your in-scope users’ messages once every 24 hours, and Comma pulls each new delivery into your archive. It is a daily feed, not real-time capture.
How it gets set up
Bloomberg chat archiving is set up with Bloomberg, not self-serve. Your firm arranges the compliance feed with your Bloomberg representative, and Comma provides the keys and connection details Bloomberg needs. Bloomberg archiving is turned on per team, so contact us to enable it for your firm.
Read the Bloomberg Chat setup guide →
Why it matters by role
For your compliance team
One archive across every channel
Bloomberg chat lands alongside WhatsApp, iMessage, Signal, email and your other channels. Same search, same review queue, same export path.
Supervise Bloomberg with the rest
Apply the same policy matching and reviewer workflow to Bloomberg conversations that you use for mobile messaging and email.
For your IT team
Nothing on the Terminal
No agents on trader workstations or software to install on the Bloomberg Terminal. The feed runs directly between Bloomberg and Comma.
Encrypted delivery
Bloomberg encrypts each daily file using a key held exclusively by Comma.
For your traders
Bloomberg works exactly as it does today
No new tools and no change to how anyone uses IB chat or Bloomberg Message.
FAQ about Bloomberg chat archiving
Is Instant Bloomberg chat subject to SEC and FINRA recordkeeping?
Is Bloomberg chat captured in real time?
What do we need from Bloomberg?
Does Bloomberg chat go into the same archive as our other channels?
Is Bloomberg included in the $33 per user price?
Bring Bloomberg into the same archive.
Bring IB chat and Bloomberg Message alongside WhatsApp, iMessage, Signal and email in one place your team can search and review.
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