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Updated Apr 7, 2025
Silo Cash Back Agreement - Silo Executive
Free Trial Eligibility
New and existing clients are eligible for a 90-day (promoted as three months) free trial, provided valid payment information is submitted prior to activation. Cash back will be paid during the free trial as long as the customer maintains the $25,000 minimum NLV. Each client is limited to one free trial across all tiers. Cancellation during the trial period results in ineligibility for future trials.
1. Introduction
This Silo Cash Back Program Agreement (the “Agreement”) sets forth the terms and conditions for a customer (“You”) to enroll in the Silo Cash Back Program (the “Program”) under the $50 monthly subscription tier. This plan is promoted as the Silo Executive plan. The Program is offered by Silo Financial LLC (“Silo”), a registered investment adviser. Brokerage services are provided to Silo clients (“Clients”) by Interactive Brokers LLC (“IBKR”), a registered broker-dealer and member of FINRA and SIPC.
2. Program Overview
The $50 subscription tier allows eligible clients to earn 0.5% in annual cash back (paid monthly) on their net liquidation value (“NLV”), up to a maximum of $1,000,000. To qualify for cash back payments under this plan, members must maintain a minimum NLV of $25,000. Cash back is earned so long as the user remains subscribed and maintains eligibility. The Program is designed to provide value through consistent rewards tied directly to portfolio size and is available exclusively to subscribed clients.
3. Subscription Payments and Billing
Members will be charged $50 monthly for participation in this tier. Any subscription that begins on or before 11:59 PM PST on the last day of the month is eligible for a cash back payment the following month. Subscription fees are non-refundable unless otherwise determined by Silo under exceptional circumstances. Clients may contact Silo support with an explanation of their case if they would like to request a refund.
4. Upgrades, Downgrades, and Cancellation
Members may upgrade to a higher tier at any time, with the cost difference billed immediately and the new benefits applying the following month. Cash Back payments reflecting the higher tier will begin in the month following the upgrade. Downgrades or cancellations take effect at the end of the current billing cycle, and a final cash back payment will be issued for that period. Following cancellation, no additional charges will occur unless the client re-subscribes.
5. Cash Back Payment Terms
Cash back is based on the NLV as of the last business day of each month and paid out during the first 10 days of the following month. Payments are made to the bank account associated with the most recent deposit into the Silo account unless otherwise specified by the client. Clients must maintain an active subscription and meet the minimum NLV at month-end to qualify for each monthly payment. Clients who do not meet the minimum NLV at month-end will not receive a cash back payment during the following month. This applies to the free trial as well.
6. Program Modifications and Termination
Silo retains the right to modify or terminate the program at its discretion. In the event of termination, members will be given thirty days' written notice, and Silo will honor the remainder of the current service period while ensuring non-renewal for future cycles.
7. Disclosures and Limitations
Participation in the Silo Cash Back Program does not constitute investment advice, nor does it create an advisory relationship beyond standard advisory services. Information provided on Silo’s website is for general informational purposes and should not be construed as a personalized investment recommendation or solicitation to transact in securities. Silo does not guarantee the accuracy of performance projections or tools, including any savings calculators or estimated earnings figures.
8. 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.
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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.

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