Silo Disclosures
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 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.
Any subsequent, direct communication by Silo Financial LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Silo Financial LLC, please contact the state securities regulators for those states in which Silo Financial LLC maintains a registration filing. A copy of Silo Financial LLC’s current written disclosure statement discussing Silo Financial LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Silo Financial LLC upon written request. Silo Financial LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Silo Financial LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Fee Disclosures
The use of the Silo platform is free, however, clients can expect to pay some transaction fees to our custodian, Interactive Brokers. See pricing page for details. Silo offers an optional loyalty program, Silo Rewards, with three membership plans: Blue, Gold, and Platinum. Blue Rewards is free, while Gold and Platinum have annual membership fees of $240 and $960, respectively.
In certain situations, clients may be participating in a promotional program offered by Silo. For promotional programs offered through an influencer or marketing campaign, refer to the disclosures linked on the campaign’s page. For example, a promotional program may look like a certain period of free months after which the subscription will start. Once ended, clients may have to agree and acknowledge that the free period has ended and they will be subject to fees. Qualifying periods such as “7 days to deposit” are applicable for deposits initiated during the qualifying period. They do not need to be settled.
