You may occasionally be asked to complete a Proof of Wealth task through Silo's secure portal. This is part of the account review process and helps confirm information about your financial background and the source of your funds.

Completing the task promptly can help avoid delays with your account or certain transactions.

Why Am I Being Asked to Provide Proof of Wealth?

Silo or its brokerage partners may request additional information when an account activity or deposit requires further review.

The request helps confirm that the information associated with your account is accurate and that your funds come from a legitimate source.

Being asked to complete a Proof of Wealth task does not necessarily mean there is a problem with your account.

Where Do I Complete the Task?

If Silo asks you to provide additional information, you can access the task through the secure portal provided by Silo.

Follow the instructions in your Silo account or the notification you received. Do not send sensitive financial documents through unofficial channels.

What Documents Can I Provide?

Depending on the information requested, you may be able to provide documents such as:

• Employment Income & Salary(W-2)
• Personal Tax Returns
• Investment Returns & Capital Gains
• Dividend Reports
• Business Ownership & Company Sales
• Property Sale Deeds
• Notary Completion Statements

Make sure your documents are clear, current, and show the information needed to complete the task.

What is Source of Wealth

Source of Wealth (SoW) refers to how a customer accumulated their overall wealth over time. This may include income, business ownership, investments, inheritance, or other legitimate sources of wealth.

How Do I Complete the Task?

To complete a Proof of Wealth request:

1. Sign in to your Silo account.
2. Open the notification or task requesting additional information.
3. Follow the instructions to access the secure portal.
4. Review the information being requested.
5. Upload the appropriate supporting documents.
6. Submit the task for review.
7. Monitor your account for updates or additional requests.

What Happens After I Submit My Documents?

Once your documents are submitted, they will be reviewed.

If everything is sufficient, the task can be marked as completed. If additional information is needed, you may receive another request through the secure portal.

Completing the task as soon as possible can help reduce delays with account reviews or transactions.