Stay Protected with AssetLock®
With AssetLock Personal, you have complete control over the alerts you wish to receive, how you receive those alerts (text, email, or both) and the frequency in which you receive them.
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Your advisor has elected to provide AssetLock® Personal at no cost to you, which gives you the ability to apply the AssetLock® alert system to accounts not managed by your advisor including 401Ks, 403Bs, 457Bs & TSPs.
With AssetLock® Personal, you are in complete control over the AssetLock® Percentages on your accounts, and can even customize your alerts to best meet your needs! An AssetLock® Percentage can range from 5%-30% and is always based on the High Water Value for the account. The AssetLock® Value is the downside value which would trigger the AssetLock® Percentage. AssetLock® Personal has several alert options which can be customized by you. You have the ability to set alert parameters based on your personal risk tolerance for each account, and can update them at any time! |
You can receive alerts when your account:
It is important to note that AssetLock® is programmed to adjust the High Water and AssetLock® Values to accommodate deposits and withdrawals to ensure an accurate representation of the status of the account. For more information on how this process occurs and the reasoning behind it, please click below. AssetLock® Equipped Advisor. |
At AssetLock®, your security and protection are of the utmost importance.We employ industry-leading technologies and policies to protect the confidentiality and privacy of each user's financial and personal data and vigilantly update our systems to stay at the forefront of security, privacy and continuity protection.
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