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Program Guidelines

Secure Broker is not software. Companies choose how to meet requirements. We’re here to help along the way.

How It Works
  • Join.
  • Portal access, member #, directory listing, public announcement.
  • Upload evidence within 90 days. Support and extensions available.
  • Submit member fee to start final review.
  • Certification and digital badge.

Member Fee

Membership is $499–$1,499 per year (based on company size) and supports program administration, independent evidence review, member support, ongoing program development, event sponsorships, and maintenance of the public directory.

See Guidelines

Important. The program focuses on the initial application package, where theft most often occurs. If it can be downloaded from email or your system of record, safeguards are required to reduce transfer through personal email, cloud storage, or USB.

How do merchants apply with you?
Select one.
Where does the submission route?
Select all that apply.
System of Record
Are the submission documents view-only, or downloadable?

Requirement met. View-only files cannot leave company systems. Evidence required for certification.

Safeguard Needed: files downloaded from your system of record land on a person’s computer, where they could be sent through personal email, uploaded to cloud storage, or copied to USB. See acceptable safeguards

Email Inbox
When a submission first reaches the inbox —
Once in the system of record, are the submission documents view-only or downloadable?

Requirement met. View-only files cannot leave company systems. Evidence required for certification.

Safeguard Needed: files downloaded from your system of record land on a person’s computer, where they could be sent through personal email, uploaded to cloud storage, or copied to USB. See acceptable safeguards

Safeguard Needed: email attachments can be downloaded to a person’s computer, where they could be sent through personal email, uploaded to cloud storage, or copied to USB. See acceptable safeguards

Done.

We’ll also ask about the items below. Companies are reviewed holistically. “No” responses do not automatically prevent certification.

  • Is MFA enabled for email and system of record?
  • Do you run background checks?
  • Is screen lock enabled (15 minutes or less)?
  • Do you have a documented off-boarding process?
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