Introduction

Occasionally you'll be directed to use Silo’s secure portal—an extra layer of access for important account changes and attestations. Whether you need to update personal info, complete pending tasks, or accept service changes, this portal ensures your actions happen safely and securely.

In this guide, we’ll walk through what the secure portal is, when to use it, and how to access it step-by-step.

1. What Is the Secure Portal?

The secure portal is a designated area in the Silo app for making sensitive changes or completing tasks associated with your account custodian. Because it handles high-impact operations (e.g., identity confirmation or setting changes), it requires additional authentication beyond the main app login.

You may be asked to use the portal if Silo’s support team directs you to address :

• Pending identity or account documentation.
  
  
• Changes to your personal information or account preferences.
  

Attestations in response to updates in Silo’s services or policies. And more.

2. How to Access the Secure Portal

Here’s how to enter the secure portal via the mobile app:

1. Log into your Silo account and go to the Profile tab (bottom-right).
   
   
2. Tap Settings, then Access Secure Portal.
   
   
3. You may receive a temporary passcode; after you enter it, you’ll set your own password for portal access.
   
   
4. Once inside, follow any tasks or instructions provided by support.
   
   

The secure portal login is separate from your main Silo app password—this separation adds an extra security layer.

3. What You Can Do Inside the Portal

Within the secure portal, you may encounter:

• Address pending tasks: e.g., transaction verification, identity confirmation, or account attestation.
  
  
• Manage account information: update personal details, investment preferences, contact info.
  
  

Attest to service changes: when Silo introduces new features or policy updates, you may need to acknowledge them here. It’s important to note that this portal is not for linking new external bank accounts or performing banking transactions—they must be done via designated banking features in the main app interface.

Conclusion

The secure portal is a critical tool for making high-impact account changes safely. By following the steps above to access it, you’ll be able to tackle pending verification tasks, update your information, or sign off on service changes—without leaving the Silo infrastructure.

Treat the portal as the secure control room of your investing account: a place you enter when something important needs to happen.