Promotional and Marketing Disclosures

Last Updated: 03/20/2024

Silo Financial LLC (“Silo”) is a registered investment adviser located in Austin, Texas. Brokerage services are provided to Silo Clients (“Clients”) by Interactive Brokers LLC (“IBKR”), a registered Broker-Dealer that is member of FINRA and SIPC. When you use this website, you accept and agree to Silo’s Terms of Use and Privacy Policy. Silo Financial LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Social Media Disclosures

All investing involves risk. Silo does not guarantee income and any advertisement regarding Silo should not be construed as Silo guaranteeing income. As of 03/20/2024, the Silo platform only offers corporate and government bonds. Any implication of investments increasing pertain solely to bond interest payments. See here what FINRA says about bonds

Silo Financial LLC’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment- related information, publications, and links. Accordingly, the publication of Silo Financial LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Silo Financial LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any interaction by a member of Silo (“Like”, “Favorite”, “Retweet”, “Share”, “Comment”, etc) should not be considered a recommendation or endorsement of any individual, company, or security. Views submitted by any user are the opinion of the submitter or author and are not endorsed by us. We reserve the right to monitor and retain all information posted on our social media pages to the greatest extent permitted by law. At our discretion, we may block users or remove content. Views expressed within the content of a “Retweet” or “Share” by us are the opinion of the author.

Information disseminated by Silo can be believed to be reliable; however, accuracy is not guaranteed. Information and statistics such as yields for corporate and government bonds are accurate to the date indicated, suggested, or posted and cannot be guaranteed to remain the same.All third-party trademarks (including logos and icons) referenced by Silo remain the property of their respective owners, are intended to identify the corresponding third-party goods and services and to constitute nominative fair use under applicable trademark laws. 

We do not provide customer service, respond to account inquiries, or enable financial transactions through any social media or third-party site. Contact us directly should you need assistance or have questions.

Marketing Disclosures

Silo engages in the use of promoters, endorsements, and testimonials. Programs such as Silo’s Referral program involve current clients referring potential clients in exchange for benefits on their subscription fee. Silo has sole discretion on what it requires to qualify for the referral incentive.

Silo may also engage influencers on social media platforms such as YouTube, TikTok, Instagram, etc. These promoters may be compensated through a flat fee or a variable basis depending on the amount of clients the promoter is able to refer to Silo from their posts or campaigns. If the promoter’s compensation depends on the number of clients that are referred to Silo, a conflict of interest may exist.

Silo also may issue press releases through media platforms such as Yahoo Finance or approve media sites to mention and describe Silo’s platform and services. Silo may compensate the entity that approves and/or published material about Silo through soft-dollar benefits or cash compensation. Examples of soft-dollar benefits are backlinks on Silo’s website.

Disclosures for Silo Promotional Offers

Regarding Promotional Offers

This promotion is valid for a limited period of time. First 100 people to open an account and deposit 3,000 are eligible for a full waiving of Silo fees and broker commissions for the term mentioned on the website. Deposits within the first 7 days of opening a Silo Invest account are eligible for the promotion. Silo is not responsible for applying promotional codes for situations where a user deletes the app, downloads the app without using the promotional link or other cases in which the promotional code does not reflect on the user’s account.

Silo Financial LLC (“Silo”) is a registered investment advisor with the Securities and Exchange Commission (SEC). Website information is presented for informational and educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. No part of this website may be reproduced in any manner, in whole or in part, without the prior written permission of Silo. By reading this material, you acknowledge, understand and accept the foregoing. All third-party trademarks (including logos and icons) referenced by Silo remain the property of their respective owners, are intended to identify the corresponding third-party goods and services and to constitute nominative fair use under applicable trademark laws.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations.  Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Silo Financial LLC.  Interactive Brokers provides execution and clearing services to customers.  None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com. The Interactive Brokers logo is a registered trademark of Interactive Brokers LLC.

US Government bond rates based on the 1-month Treasury bill as of 09/13/2023., Investment grade bond yields are based on S&P ratings for bonds available on Silo. The cutoff for an investment grade bond is BBB-.

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