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AssetLock® Personal

Your Name Here an authorized AssetLock® Personal provider. AssetLock® Personal is a complimentary (no-obligation) retirement account monitoring tool for 401k, 403b, 457b, and TSP plans. It is designed to track and inform users about the progress of their retirement accounts.

Walking the Investment Plank

AssetLock Benefits

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. To assure this security, we employ a number of different technologies including network security, application security, and encryption including the following:

  • DIGITAL CERTIFICATES
  • SECURE CONNECTION – HTTPS
  • SESSION MANAGEMENT
  • DATA ENCRYPTION
  • FINANCIAL DATA ACCESS ROLES
  • AUDIT LOGS AND NOTIFICATIONS
  • INVESTOR ACCOUNT ACCESS
  • NO PASSWORD RETRIEVAL
AssetLock® is a tracking software used to monitor the performance/growth of a user’s account, and alert him or her should the account near or fall below the downside percentage on the account, known as the AssetLock® Percentage. It is NOT an actual stop loss and will NOT automatically sell the individual securities in the account. Therefore, the AssetLock® Percentage is a reference point to help keep the user informed on the performance of their account. Data and alerts are based on values as of market close the previous business day. AssetLock® does it’s best to ensure accurate data but is not responsible in the event of incomplete or incorrect data.