Encrypted at restBroker credentials are sealed with AES-GCM before storage.
Your PU Prime book.
One clear workspace.
Create the CRM account and connect the IB portal in one pass. Your client dashboard stays focused on PU Prime—without the owner AI workspace.
Verify onceCAPTCHA or MFA remains human-controlled when PU Prime requests it.
CRM onlyClient accounts see their broker data—not RebateOS agent operations.
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Private collector handoffThe website never sends your saved PU Prime password back to the browser. Only the authenticated collector for your workspace can request it.
New workspace
Create your account
Account details first, then your secure PU Prime connection.