1. Accessing SILO for the First Time
You will receive:
A secure login URL
An initial password (from your IT administrator or compliance lead)
Browser recommendation:
Use Google Chrome for best performance. SILO also supports Safari, Firefox, and Internet Explorer.
2. Creating a Desktop Shortcut (Windows)
Copy your SILO login URL.
Right-click your desktop.
Select New > Shortcut.
Paste the SILO URL into the location field.
Click Next.
Enter a shortcut name.
Click Finish.
You now have one-click access to SILO from your desktop.
3. Logging In (with Two-Factor Authentication)
Enter your email and initial password.
Click Log In.
Check your inbox for a one-time code from
[email protected].Enter the code in SILO to proceed.
If you don’t receive the email:
Check spam or junk folders
Ask your IT team to whitelist:
[email protected]If issues persist, email:
[email protected]
4. Changing Your Password
Go to Settings > User Settings.
Enter a new password (min. 8 characters, including numbers, letters, and symbols).
Confirm the password.
Click Save.
Best practice: Use a strong, unique password to protect client data.
5. Accessing Training and Resources
Go to Training > My Training.
Click the blue magnifying glass to launch the training module.
Watch the introductory video.
Review downloadable materials under the Documents tab.
Complete the Quiz to verify understanding.
Training Tracking:
SILO automatically logs your completion and scores
Compliance and management teams can review your training status
Complete all required modules promptly
6. Need Help?
If you need assistance, contact us at [email protected]