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Updated August 6, 2024
Tax Documents
Tax documents are available on a yearly basis. When created, you’ll receive an email from our custodian notifying you that tax documents are available. To access statements, visit Profile > Statements. Please note that it may take up to 1 week for tax statements to show up after the notifciation.
For immediate access, you can view tax documents by entering the secure custodian portal available on the app through Profile > Settings > Access Secure Portal. Once inside the secure portal, use the search bar (magnifying glass) to search “Tax Forms”.
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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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