If you already have an account with Interactive Brokers (IBKR), you may wonder whether you can connect that existing account to Silo or move assets between the two accounts.

Silo uses IBKR for its brokerage and custody infrastructure, but an existing personal IBKR account is not automatically the same as a Silo account. The availability of an internal transfer depends on the account structure and applicable eligibility requirements.

1. Can I Link My Existing IBKR Account to Silo?

An existing IBKR account generally cannot simply be linked to Silo as though it were an external bank account.

Silo accounts are established through the Silo account-opening process, with the applicable brokerage relationship and account structure determined during onboarding.

If you already have an IBKR account and want to move assets to your Silo account, contact Silo Support to determine which transfer method applies to your accounts.

2. What Does the Agent-of-Record Agreement Change?

An agent-of-record agreement establishes the relationship under which Silo can act in connection with the applicable brokerage account.

It does not necessarily convert an existing standalone IBKR account into a Silo account or automatically make the accounts interchangeable.

The specific effect of an agent-of-record arrangement depends on the accounts and agreements involved.

3. Can I Move Assets Between Two IBKR Accounts?

IBKR supports internal transfers of eligible cash and positions between certain IBKR accounts.

Eligibility can depend on factors such as matching account titles, tax identification information, country of residence, and the IBKR entity associated with the accounts.

For eligible accounts, IBKR provides an internal transfer process for moving cash or positions between accounts.

4. How Do I Request an Internal Transfer?

If your accounts are eligible for an internal transfer, the transfer can generally be initiated through the applicable IBKR account-management tools.

Before submitting a request, confirm:

• The source and destination accounts are eligible.
• The account ownership and tax information match where required.
• You are transferring the correct cash or investment positions.
• The destination account is the intended Silo-related account.

If you are unsure whether your Silo and IBKR accounts qualify, contact Silo Support before initiating the transfer.

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Step 1: Transfer Positions

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Step 2: Transfer Assets Between Accounts. There will be a dropdown if you have another IBKR Account, and you have to select the position

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