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.

Alert Options

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!

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 ask an AssetLock® Equipped Advisor.

All data and alerts are based on data from the market close the previous business day.