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How we handle broker credentials while hardening key management

A walkthrough of our audit trail, app-managed encryption, and the launch-readiness work still pending for external key-management evidence.

JH
Jens Halvorsen
Security
7 min read

We hold broker API credentials. That fact is unavoidable for a routing platform and is the largest single risk we carry. Here's what the current control stack does and what the launch-readiness work still pending will add.

What lives where today

  • Credentials enter the platform over TLS, never logged, encrypted before they hit persistent storage with app-managed AES-GCM. They are never returned to a client in plaintext.
  • Broker scopes are restricted to trading — withdrawal scopes are explicitly rejected at onboarding. If a broker only offers a single permission tier, we surface that clearly.
  • Every credential read, write, rotation, and use is recorded in the audit log with an actor identity (user or system), an IP, and a reason. Reads outside an active trading-routing context page the on-call.
  • Workspace isolation: every credential is scoped to a workspace; server-side query guards block cross-tenant access at the DB layer.

What is launch-readiness work still pending

Two things, both honest about their state. First, KMS-backed key rotation — moving the encryption keys out of app-managed storage and into a cloud KMS — is tracked as a launch gate but is not done yet. Second, an external penetration test against the credential-handling endpoints is scheduled but not complete; we will not publish the result until the test report exists and an independent auditor signs it.

About PipSync

PipSync is a signal-to-execution routing platform. We do not provide investment advice, do not recommend signal sources, and do not hold client funds. Trading leveraged products involves substantial risk of loss. Read the Trust Center →

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