1% Bonus For Life

ACATS requests initiated before May 31, 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.

Program Overview

The more you invest, the more you earn—and the more we do too. That’s the deal. Simple, transparent, and built to scale with you.

Individual Cash Back Members

Up To $1,000 Bonus Per Year

Annual Cash Back

1% APY

Maximum Balance

$100K

Monthly Fee

$10/mo

Executive Cash Back Members

Up To $5,000 Bonus Per Year

Annual Cash Back

0.5% APY

Maximum Balance

$1M

Monthly Fee

$50/mo

Get Started

Read Important Disclosures

Revenue figures for Merrill Lynch, Charles Schwab, Fidelity, and Morgan Stanley are based on publicly available 2024 annual reports and are presented for illustrative purposes only. Silo Financial LLC ("Silo") is not affiliated with these firms, and inclusion of their financial data does not imply any endorsement, partnership, or comparison of services. These figures are meant to provide industry context and do not reflect Silo’s own financial performance.
Cash back rewards are calculated based on a client’s net liquidation value (NLV) and require enrollment in the applicable subscription plan. For Individual Members, cash back is 1% annually on balances up to $100,000 with a $10 monthly fee. For Executive Members, cash back is 0.5% annually on balances up to $1,000,000 with a $50 monthly fee. Cash back is paid monthly and subject to account eligibility, active subscription status, and other terms. Subscription fees are not performance-based, and clients are encouraged to evaluate the cost relative to expected rewards. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results.
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.© 2025 Silo. All rights reserved.