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Updated June 1, 2025
Silo Individual Plan Promotional Disclosures
Brokerage Transfer Reimbursement Details
ACATS requests initiated before June 30, 2025 at 11:59 PM PST will qualify for a reimbursement in which Silo will reimburse the user the transfer fee charged by the transferring institution, capped at an aggregate $100 per client. To receive the reimbursement, the client must email support@silomarkets.com with the amount they will be charged and a brokerage statement from their transferring institution that clearly displays their account ID. Once the ACATS transfer settles in your Silo account, Silo will pay out the reimbursement (up to $100 total) within the first 10 days of the following month during the user’s next cash back payment. Clients can be reimbursed for multiple ACATS, but total reimbursements will be capped at $100 per client. Clients must submit the outlined documentation above for each ACATS they submit if they wish to be reimbursed.
Cash Back Program Details
This Silo Cash Back Program Agreement (the “Agreement”) sets forth the terms and conditions for a customer (“You”) to enroll in the Silo Cash Back Program (the “Program”) under the $10 monthly subscription tier. This plan is promoted as the Silo Individual plan. The Program is offered by Silo Financial LLC (“Silo”), a registered investment adviser. Brokerage services are provided to Silo clients (“Clients”) by Interactive Brokers LLC (“IBKR”), a registered broker-dealer and member of FINRA and SIPC. The $10 subscription tier allows eligible clients to earn 1% in annual cash back (paid monthly) on their net liquidation value (“NLV”), up to a maximum of $100,000. To qualify for cash back payments under this plan, members must maintain a minimum NLV of $5,000. Cash back is earned so long as the user remains subscribed and maintains eligibility. The Program is designed to provide value through consistent rewards tied directly to portfolio size and is available exclusively to subscribed clients. Members may upgrade to a higher tier at any time, with the cost difference billed immediately and the new benefits applying the following month. Cash Back payments reflecting the higher tier will begin in the month following the upgrade. Downgrades or cancellations take effect at the end of the current billing cycle, and a final cash back payment will be issued for that period. Following cancellation, no additional charges will occur unless the client re-subscribes.
Cash Back Payment Terms
Cash back is based on the NLV as of the last business day of each month and paid out during the first 10 days of the following month. Payments are made to the bank account associated with the most recent deposit into the Silo account unless otherwise specified by the client. Clients must maintain an active subscription and meet the minimum NLV at month-end to qualify for each monthly payment. Clients who do not meet the minimum NLV at month-end will not receive a cash back payment during the following month. This applies to the free trial as well.
Free Trial Eligibility
New and existing clients are eligible for a 30-day (promoted as one month) free trial, provided valid payment information is submitted prior to activation. Cash back will be paid during the free trial as long as the customer maintains a $5,000 minimum NLV. Each client is limited to one free trial across all tiers. Cancellation during the trial period results in ineligibility for future trials. Clients will remain eligible for other active promotions from Silo such as ACATS brokerage transfer reimbursement.
Disclosures and Limitations
Silo retains the right to modify or terminate the program at its discretion. In the event of termination, members will be given thirty days' written notice, and Silo will honor the remainder of the current service period while ensuring non-renewal for future cycles. Participation in the Silo Cash Back Program does not constitute investment advice, nor does it create an advisory relationship beyond standard advisory services. Information provided on Silo’s website is for general informational purposes and should not be construed as a personalized investment recommendation or solicitation to transact in securities. Silo does not guarantee the accuracy of performance projections or tools, including any savings calculators or estimated earnings figures.
Social Media Disclosures
All investing involves risk. Silo is a registered investment advisor with the SEC. As of 04/07/2025, the Silo platform offers US corporate bonds, US Treasury bonds, and NASDAQ and NYSE stocks and ETFs. Silo does not guarantee income from investments and any advertisement regarding Silo should not be construed as Silo guaranteeing income. 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. Find more information about our disclosures on https://www.silomarkets.com/disclosures.
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Cash Back Executive Program Disclosures
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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. Displayed yields are based on the 3-month Treasury bills.

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.

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