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.

1. 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.
2. Displayed yields are based on the 3-month Treasury bills.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.

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only available until May 31, 2025.

Silo x Caleb Hammer
Earn up to $5,000 per year
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3 month free trial. ACATS Reimbursement till May 31, 2025
Chart

Without Silo

$1,037,000

With Silo

$117,196.99

Initial Contribution

Initial Contribution

0.5% - 1% Annual Cash Back

$500K

SIPC Insurance

Up to $5,000 every year

$2.5M

FDIC Insurance

Applies up to $1M balance

$571B

Custodial AUM

Plans start at only $10 / month

Portfolio

$1,038,442.57

Compounded Cash Back

$117,196.99

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VOO average return:

9.08%

Initial Contribution

$100,000

Fund Name

VOO Vanguard S&P 500

$500K

SIPC Insurance

$250K

FDIC Insurance

$12.6M

Assets Under Custody

Read Important Disclosures

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.

What do I need to know?

Modern fintech platforms are not eliminating commissions, they're just eliminating transparency with payment for order flow and hidden spreads.

Individual Cash Back Members

Up To $1,000 Bonus Per Year

Annual Cash Back

1% APY

Minimum Balance

$5,000

Monthly Fee

$10/mo

Individual Cash Back Members

Up To $1,000 Bonus Per Year

Annual Cash Back

0.5% APY

Minimum Balance

$25,000

Monthly Fee

$50/mo

Get Started

Brokerage Transfer Your Current Holdings

ACATS Fee Reimbursement If Initiated By May 31, 2025

Partial & Full ACATS
Transfer cash, positions, or your full portfolio — your choice.
Fee Reimbursement
Silo reimburses your full or partial ACATS fees into your new account up to $200.
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Existing stocks and ETFs positions arrive with no capital gains tax incurred.
Fast & Paperless
Transfers complete in 4-7 days. No paperwork or liquidation required.
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Transferred assets count toward your 1% cashback cap. Earn up to $5,000 per year.
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Lifetime value. The right way.

Brokerages are very lucrative but they keep it all to themselves. Our philosophy is to share with our customers and bring them lifetime value.

Charles Schwab Interest Revenues

$9.41B

Schwab 2023 Annual Report

Charles Schwab Revenue

$18.8B

Schwab 2023 Annual Report

Charles Schwab Interest Revenues

$9.41B

Schwab 2023 Annual Report

Morgan Stanley Revenue

$61.7B

2024 Annual Report

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.

Charles Schwab Interest Revenues

$9.41B

Schwab 2023 Annual Report

Blackrock Fees + Interest Revenues

$14.4B

Revenues 2023 Annual Report

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.

How does Silo make money?

Did you think that commissions were the main way that giants like Blackrock and Schwab make money? Their primary source is actually interest-based revenue from idle cash and margin.

Monthly subscription fee from cash back members offsets much of our operating expenses.

Our custodian, Interactive Brokers, handles all interest-based activities.

We are currently an RIA. Once we become a broker-dealer, we will split interest and margin revenue with Interactive Brokers.