Program Overview
The Silo Preferred and Elite Status Program provides eligible Silo Platinum Rewards Members with exclusive credits to paid subscription services and credit card programs. Participation requires meeting account balance requirements and accepting these terms.
Eligibility and Benefits
The Silo Status Program is available exclusively to Silo Platinum Rewards Members in good standing with an active Investment Advisory Agreement.
Silo Preferred Status ($750,000+ account size):
- Chase Sapphire Preferred annual fee ($95/year)
- YouTube Family Premium ($23/month)
Silo Elite Status ($1,000,000+ account size):
- Chase Sapphire Preferred annual fee ($95/year)
- YouTube Family Premium ($23/month)
- Netflix Premium ($27/month)
- Amex Gold annual fee ($325/year)
Account balance is calculated as the average daily net liquidation value (NLV) over the prior calendar month as reported by the custodian. You qualify on the first day of the month following your first full month meeting the threshold. Benefits suspend after six consecutive months below threshold and resume once threshold is met for one full month.
This Program is limited to one enrollment per Social Security Number (SSN). For purposes of meeting the balance threshold, the total value across all eligible account types held under the same SSN may be combined. Each account type’s net liquidation value contributes toward the applicable threshold, allowing members to unlock Preferred or Elite Status based on their aggregate holdings across accounts.
Reimbursement Process
Submit proof of subscription to support@silomarkets.com from the email used for your Silo account. Make sure the subject used includes the name of the subscription service. Include your name, amount paid, and latest charge date. Monthly subscriptions charged within the last 30 days will be credited and annual fees charged within the last year (365 days) will be credited once proof of subscription is processed.
Tax and Reporting
Credits issued under this Program are not considered taxable income. Silo will not issue a Form 1099 or any other tax document in connection with credits received through this Program. Members are encouraged to consult their own tax advisor regarding their individual tax situation.
Program Changes and Termination
Silo may modify, suspend, or terminate the Program or these Terms at any time. Material changes require 30 days' notice via email or platform posting, except where law requires immediate changes. Silo may grandfather existing participants under prior Terms but has no obligation to do so. Upon Program termination, Silo honors Credit requests for expenses incurred before termination if submitted within 60 days.
Account Closure and Termination
Voluntary account closure or withdrawal from the Program terminates participation immediately. Previously issued Credits are not clawed back. Termination for cause (breach, fraud, policy violations) terminates participation immediately and forfeits all pending/future Credits. Silo may seek repayment of prior Credits if termination is due to fraud. Loss of Platinum Rewards Membership terminates Status Program participation immediately.
Prohibited Conduct
Submitting fraudulent, altered, or inaccurate documentation is grounds for immediate termination of Status and Platinum membership, termination of advisory relationship, demand for repayment, and potential legal action.
Artificially inflating balances to qualify (temporary deposits, third-party coordination, margin for threshold purposes) may result in immediate disqualification. Opening multiple accounts solely to maximize Credits or other abuse may result in termination.
Disclosures and Limitations
Participation in the Program does not constitute investment advice and does not create an advisory relationship beyond standard advisory services. Information on Silo’s website is general in nature and should not be construed as a personalized recommendation or a solicitation to transact in securities. Silo does not guarantee the accuracy of performance projections or tools, including savings calculators or estimated earnings figures.
Social Media and Promoter Disclosures
All investing involves risk, and past performance does not guarantee future results. Silo may use paid promoters, endorsements, and testimonials on platforms such as YouTube, TikTok, and Instagram. These promoters may receive flat-fee compensation or variable compensation based on the number of clients referred, which may present a conflict of interest. Silo may issue press releases or authorize coverage by third-party publishers and may compensate such publishers with cash or soft-dollar benefits, including backlinks. Additional disclosures are available at https://www.silomarkets.com/disclosures.
Contact
Questions regarding this Program may be directed to support@silomarkets.com.
Acknowledgment and Agreement
By enrolling in this Program, you confirm that you have read, understood, and agreed to all terms of this Agreement.
Silo Financial LLC is a registered investment adviser located in Austin, Texas. This Agreement is governed by the laws of the State of Texas.
