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Terms and conditions apply. The “up to $5,000” cash back figure assumes a $1,000,000 balance at the maximum 0.5% annual rate. Cash back is subject to eligibility requirements such as account minimums and active program enrollment. See Cash Back Program disclosures for more information. The projected compounding graph is for illustrative purposes only and reflects the historical performance of the Vanguard S&P 500 ETF (VOO) and the Invesco Nasdaq ETF (QQQ) over a 10-year period ending August 2024. Past performance does not guarantee future results. Custodial and brokerage services are provided by Interactive Brokers LLC. SIPC and FDIC insurance offered through Interactive Brokers.

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.

POP UP DISCLOSURES FOR VALUE
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.

See more at silomarkets.com/disclosures

Earn Up To $5,000
Cash Back Every Year
Earn Up To
$5,000 Per Year
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ACATS reimbursement until June 30, 2025
0.5% - 1% annual cash back
Earn up $5,000 every year
Applies up to $1M balance
Starts at $10 per month
Responsive Cashback Dashboard (Line)
$500K
SIPC Insurance
$2.5M
FDIC Insurance
$571B
Custodial AUM
Read Full Disclosures
Deposit Cash Or Transfer Your Portfolio
ACATS brokerage transfer fee reimbursement if initiated by June 30, 2025.
Deposit Cash
Link a bank and deposit to start earning cash back.
Partial & Full ACATS
Transfer cash, positions, or your full portfolio — your choice.
Fee Reimbursement
Silo reimburses your full or partial ACATS fee up to $100 — until June 30.
Stay Invested
Existing stock and ETF positions arrive with no capital gains tax incurred.
Fast & Paperless
Deposits and ACATS typically complete in 3-4 business days.
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Lifetime Value. The Right Way.
We’re not trying to be noble. Brokerages are very lucrative, but the best way for us to maximize revenue? Share it with you so you park more assets with us.
Merill Lynch Revenue
$13.8B
2024 Annual Report
Charles Schwab Revenue
$18.8B
2024 Annual Report
Fidelity Revenue
$32.7B
2024 Annual Report
Morgan Stanley Revenue
$61.7B
2024 Annual Report
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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
Book A Call
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.
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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.

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